Amer FND Wash Mut Inv-F2WMFFX
13F holders, Q2 2025 (June 30)6holders −1
1new positions
2sold out
$64.09avg. 13F price*
At the end of Q2 2025, 6 institutions reported holding Amer FND Wash Mut Inv-F2 (WMFFX) in their 13F filings, down 1 from Q1 2025. 1 opened new positions and 2 sold out. The largest holders were Spirit of America Management Corp. ($743K), Fulton Bank, N.A. ($406K) and Financial Gravity Companies, Inc. ($379K).
- Company
- Amer FND Wash Mut Inv-F2
- Filed as
- AMERICAN FUNDS WASHIN (Q2 2025)
- CUSIP
- 939330825
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $406K |
| Exits | 2 | $850K |
All 13F filers, Q1 2025 → Q2 2025: 6,729 shares bought and 14,104 shares sold, net −7,375 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Spirit of America Management Corp. | 0.15% | Reduce -2.4% | 11,527 | $743K |
| Fulton Bank, N.A. | 0.01% | New | 6,357 | $406K |
| Financial Gravity Companies, Inc. | 0.07% | — | 5,936 | $379K |
| Tower Bridge Advisors | 0.03% | Add +4.8% | 4,960 | $316K |
| Transce3nd, LLC | 0.07% | Add +4.7% | 2,553 | $164K |
| Richardson Financial Services Inc. | 0.01% | Add +11.6% | 317 | $20K |
"% of holder's portfolio" is WMFFX's weight in each manager's 13F, not the share of Amer FND Wash Mut Inv-F2 the manager owns.