SEC 13F Intelligence

AWSHXAMERICAN FUNDS WASHINGTON MUTUAL A

CUSIP 939330106 · Yahoo Finance ↗ · Google Finance ↗

American Funds Washington Mutual A (AWSHX) has 6 institutional holders in Filings Flow’s 13F database, together reporting 37.5K shares worth $2M as of Q1 2026. The largest reported holders are Arvest Bank Trust Division, Coston, Mcisaac & Partners, and Ethos Financial Group, LLC.

Institutional Holders
6
Q1 2026
Reported Value
$2M
Ticker
AWSHX
Quarters Tracked
29

Ownership Trend

Institutional holders
Q1 ’19: 7Q1 ’19Q2 ’19: 6Q3 ’19: 5Q4 ’19: 6Q1 ’20: 2Q1 ’20Q2 ’20: 2Q3 ’20: 1Q4 ’20: 2Q1 ’21: 2Q1 ’21Q2 ’21: 3Q3 ’21: 2Q4 ’21: 3Q1 ’22: 4Q1 ’22Q2 ’22: 5Q3 ’22: 5Q4 ’22: 6Q1 ’23: 5Q1 ’23Q2 ’23: 5Q3 ’23: 5Q4 ’23: 6Q1 ’24: 4Q1 ’24Q2 ’24: 7Q3 ’24: 6Q4 ’24: 5Q1 ’25: 2Q1 ’25Q2 ’25: 5Q3 ’25: 7Q4 ’25: 9Q1 ’26: 6Q1 ’26filingsflow.com
Total reported value
Q1 ’19: $2MQ1 ’19Q2 ’19: $2MQ3 ’19: $2MQ4 ’19: $2MQ1 ’20: $803,000Q1 ’20Q2 ’20: $988,000Q3 ’20: $939,000Q4 ’20: $770,000Q1 ’21: $834,000Q1 ’21Q2 ’21: $1MQ3 ’21: $905,000Q4 ’21: $1MQ1 ’22: $2MQ1 ’22Q2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ1 ’23: $2MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ4 ’23: $2MQ1 ’24: $2MQ1 ’24Q2 ’24: $3MQ3 ’24: $2MQ4 ’24: $2MQ1 ’25: $2MQ1 ’25Q2 ’25: $2MQ3 ’25: $3MQ4 ’25: $3MQ1 ’26: $2MQ1 ’26filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
Arvest Bank Trust Division$1.8B AUM0.06%$1M18.0KQ1 2026
Coston, McIsaac & Partners$443M AUM0.18%$793,00012.6KQ1 2026
Ethos Financial Group, LLC$1.4B AUM0.02%$242,6693.7KQ4 2025OLDER
Emprise Bank$271M AUM0.09%$211,8893.4KQ1 2026
CHICKASAW CAPITAL MANAGEMENT LLC$2.8B AUM0.01%$202,0003.1KQ4 2025OLDER
Westside Investment Management, Inc.$653M AUM0.03%$196,1203.1KQ1 2026
Motiv8 Investments LLC$183M AUM0.09%$158,0002.4KQ4 2025OLDER
Brooklyn Investment Group$3.2B AUM0.02%$117,8701.8KQ2 2025OLDER
Financially Speaking Inc$21M AUM0.07%$111,6981.7KQ4 2025OLDER
Financial Gravity Asset Management, Inc.$562M AUM0.01%$50,182770Q4 2025OLDER
McIlrath & Eck, LLC$1.3B AUM0.00%$15,537247Q1 2026
McMillan Office, Inc.$782M AUM0.00%$12,588200Q1 2026
Luminist Capital LLC$75M AUM0.01%$9,833146Q3 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.