DOSSIER · 13F Holders · Q2 2026
WMFFX

WASHINGTON MUT INVS FD CL F-2 SHS

12 institutions still hold WASHINGTON MUT INVS FD CL F-2 SHS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 939330825·12 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$10M
visible holders
Holders
12
filers reporting
Concentration
56.63%
Keystone Financial Group #1
top holder share
AI Holders Summary · Q2 2026

12 institutions reported WMFFX in Q2 2026. Keystone Financial Group leads at 56.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Keystone Financial Group
CIK 0001729299
$5M82K0.32%Q2 2026
02
McIlrath & Eck, LLC
CIK 0001701714
$2M37K0.17%Q1 2026
03
KELLEHER FINANCIAL ADVISORS
CIK 0001507971
$641K10K0.09%Q2 2026
04
NBT BANK N A /NY
CIK 0000898413
$586K9K0.04%Q2 2026
05
FULTON BANK, N.A.
CIK 0000883782
$425K6K0.01%Q2 2026
06
Transce3nd, LLC
CIK 0002023570
$85K1K0.75%Q2 2026
07
Oakworth Capital, Inc.
CIK 0001588871
$77K1K0.00%Q2 2026
08
Motiv8 Investments LLC
CIK 0002024873
$21K3150.01%Q4 2025
09
Vermillion Wealth Management, Inc.
CIK 0001737012
$19K2900.00%Q2 2026
10
SPIRIT OF AMERICA MANAGEMENT CORP/NY
CIK 0001041283
$13K881K0.00%Q2 2026
11
Financial Gravity Companies, Inc.
CIK 0001377167
$8K1260.00%Q2 2026
12
Financial Gravity Asset Management, Inc.
CIK 0001741736
$8K1220.00%Q1 2026