WASHINGTON MUTUAL INVESTORS FUND - WMFFX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Keystone Financial Group | History | Added to | 81,853 | 5,467 | 0.32% | 0.37% | 1 | +597 | 0.73% | Q2 2026 | Jul 29, 2026 |
| McIlrath & Eck, LLC | History | No change | 36,693 | 2,305 | 0.17% | 0.17% | 2 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 9,595 | 640 | 0.09% | 0.09% | 3 | +3,936 | 69.55% | Q2 2026 | Aug 06, 2026 |
| NBT BANK, N.A. | History | New | 8,771 | 585 | 0.04% | — | 4 | +8,771 | New | Q2 2026 | Jul 29, 2026 |
| FULTON BANK, N.A. | History | No change | 6,357 | 424 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Transce3nd, LLC | History | Added to | 1,264 | 85 | 0.75% | 0.67% | 6 | +51 | 4.2% | Q2 2026 | Jul 24, 2026 |
| Oakworth Capital, Inc. | History | Added to | 1,153 | 76 | 0.0% | 0.0% | 7 | +591 | 105.16% | Q2 2026 | Jul 22, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 290 | 19 | 0.0% | — | 8 | +290 | New | Q2 2026 | Jul 15, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Added to | 880,616 | 13 | 0.0% | 0.1% | 9 | +873,234 | 11829.23% | Q2 2026 | Jul 14, 2026 |
| Financial Gravity Companies, Inc. | History | New | 126 | 8 | 0.0% | — | 10 | +126 | New | Q2 2026 | Aug 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 122 | 7 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -336 | -100.0% | Q2 2026 | Aug 10, 2026 |