Amer FND Wash Mut Inv-F2WMFFX
13F holders, Q1 2026 (March 31)9holders
2new positions
1sold out
$65.62avg. 13F price*
At the end of Q1 2026, 9 institutions reported holding Amer FND Wash Mut Inv-F2 (WMFFX) in their 13F filings, unchanged from Q4 2025. 2 opened new positions and 1 sold out. The largest holders were Keystone Financial Group ($5.5M), McIlrath & Eck, LLC ($2.3M) and Spirit of America Management Corp. ($486K).
- Company
- Amer FND Wash Mut Inv-F2
- Filed as
- AMERICAN FUNDS WASHINGTON MUTUAL F2 (Q1 2026)
- CUSIP
- 939330825
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $7.8M |
| Exits | 1 | $4K |
All 13F filers, Q4 2025 → Q1 2026: 117,980 shares bought and 6,171 shares sold, net +111,809 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Keystone Financial Group | 0.38% | New | 81,256 | $5.5M |
| McIlrath & Eck, LLC | 0.17% | New | 36,693 | $2.3M |
| Spirit of America Management Corp. | 0.10% | Reduce -7.5% | 7,382 | $486K |
| Fulton Bank, N.A. | 0.01% | No change | 6,357 | $399K |
| Kelleher Financial Advisors | 0.09% | Add +0.4% | 5,659 | $355K |
| Transce3nd, LLC | 0.68% | Add +0.5% | 1,213 | $76K |
| Oakworth Capital, Inc. | 0.00% | Add +0.4% | 562 | $35K |
| Richardson Financial Services Inc. | 0.01% | Add +0.6% | 336 | $21K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -97.8% | 122 | $8K |
"% 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.