Amer FND Wash Mut Inv-F2WMFFX
13F holders, Q4 2025 (December 31)9holders
1new positions
2sold out
$65.36avg. 13F price*
At the end of Q4 2025, 9 institutions reported holding Amer FND Wash Mut Inv-F2 (WMFFX) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 2 sold out. The largest holders were Spirit of America Management Corp. ($532K), Fulton Bank, N.A. ($414K) and Kelleher Financial Advisors ($367K).
- Company
- Amer FND Wash Mut Inv-F2
- Filed as
- AMERICAN FUNDS WASHINGTON MUTUAL F2 (Q4 2025)
- CUSIP
- 939330825
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $21K |
| Exits | 2 | $353K |
All 13F filers, Q3 2025 → Q4 2025: 632 shares bought and 10,102 shares sold, net −9,470 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Spirit of America Management Corp. | 0.11% | Reduce -31.3% | 7,985 | $532K |
| Fulton Bank, N.A. | 0.01% | No change | 6,357 | $414K |
| Kelleher Financial Advisors | 0.09% | Add +5.1% | 5,638 | $367K |
| Financial Gravity Asset Management, Inc. | 0.07% | No change | 5,622 | $366K |
| Transce3nd, LLC | 0.65% | Reduce -49.6% | 1,207 | $80K |
| Oakworth Capital, Inc. | 0.00% | Add +5.3% | 560 | $36K |
| Motiv8 Investments LLC | 0.01% | New | 315 | $21K |
| Richardson Financial Services Inc. | 0.00% | Add +5.0% | 334 | $15K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 68 | $4K |
"% 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.