10 institutions reported holding $9.2M of AMERICAN FUNDS WASHINGTON MUTUAL F2 (WMFFX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Keystone Financial Group ($5.5M), McIlrath & Eck, LLC ($2.3M), SPIRIT OF AMERICA MANAGEMENT CORP/NY ($486,466), Fulton Bank, N.A. ($399,356), KELLEHER FINANCIAL ADVISORS ($355,471). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Keystone Financial Group | $5.5M | 81,256 | New |
| 2 | McIlrath & Eck, LLC | $2.3M | 36,693 | New |
| 3 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | $486,466 | 7,382 | Trimmed |
| 4 | Fulton Bank, N.A. | $399,356 | 6,357 | Hold |
| 5 | KELLEHER FINANCIAL ADVISORS | $355,471 | 5,659 | Added |
| 6 | Transce3nd, LLC | $76,132 | 1,213 | Added |
| 7 | OAKWORTH CAPITAL, INC. | $35,299 | 562 | Added |
| 8 | RICHARDSON FINANCIAL SERVICES INC. | $21,079 | 336 | Added |
| 9 | Financial Gravity Asset Management, Inc. | $7,671 | 122 | Trimmed |
| 10 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31