Amer FND Wash Mut Inv-F2WMFFX
13F holders, Q3 2025 (September 30)9holders +3
3new positions
0sold out
$63.67avg. 13F price*
At the end of Q3 2025, 9 institutions reported holding Amer FND Wash Mut Inv-F2 (WMFFX) in their 13F filings, up 3 from Q2 2025. 3 opened new positions and 0 sold out. The largest holders were Spirit of America Management Corp. ($780K), Fulton Bank, N.A. ($425K) and Financial Gravity Asset Management, Inc. ($376K).
- Company
- Amer FND Wash Mut Inv-F2
- Filed as
- AMERICAN FUNDS WASHINGTON MUTUAL F2 (Q3 2025)
- CUSIP
- 939330825
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $415K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 6,310 shares bought and 158 shares sold, net +6,152 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Spirit of America Management Corp. | 0.16% | Add +0.8% | 11,616 | $780K |
| Fulton Bank, N.A. | 0.01% | No change | 6,357 | $425K |
| Financial Gravity Asset Management, Inc. | 0.07% | — | 5,622 | $376K |
| Kelleher Financial Advisors | 0.09% | New | 5,365 | $359K |
| Tower Bridge Advisors | 0.03% | Add +0.3% | 4,977 | $333K |
| Transce3nd, LLC | 0.33% | Reduce -6.2% | 2,395 | $37K |
| Oakworth Capital, Inc. | 0.00% | New | 532 | $36K |
| Richardson Financial Services Inc. | 0.01% | Add +0.3% | 318 | $21K |
| Vermillion Wealth Management, Inc. | 0.01% | New | 306 | $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.