WMFFX — American Funds Washington Mutual F2 Institutional Holders · Q2 2026
Who owns American Funds Washington Mutual F2 (WMFFX)? 10 institutions reported holding $7.32M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Keystone Financial Group ($5.5M), Kelleher Financial Advisors ($640,933), Nbt Bank N A ($585,886).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Keystone Financial Group | $5.5M | 81,853 | Added |
| 2 | KELLEHER FINANCIAL ADVISORS | $640,933 | 9,595 | Added |
| 3 | NBT BANK N A /NY | $585,886 | 8,771 | New |
| 4 | Fulton Bank, N.A. | $424,657 | 6,357 | Hold |
| 5 | Transce3nd, LLC | $85,032 | 1,264 | Added |
| 6 | OAKWORTH CAPITAL, INC. | $76,903 | 1,153 | Added |
| 7 | Vermillion Wealth Management, Inc. | $19,354 | 290 | New |
| 8 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | $13,292 | 880,616 | Added |
| 9 | Financial Gravity Companies, Inc. | $8,395 | 126 | Trimmed |
| 10 | RICHARDSON FINANCIAL SERVICES INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30