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Amer FND Wash MUT Inv-F2 (WMFFX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fulton Bank, N.A.
UNCHANGED
Shares6,357 from 6,357
Change0 (0%)
Value$418.5K (-$6.2K)
Filed 2026-10-14
Spirit of America Management Corp
DECREASED
Shares5,933 from 880,616
Change-874,683 (-99%)
Value$400.8K (+$387.5K)
Filed 2026-10-14
Transce3nd, LLC
DECREASED
Shares1,246 from 1,264
Change-18 (-1%)
Value$84.8K (-$281)
Filed 2026-10-26
Oakworth Capital, Inc.
INCREASED
Shares1,157 from 1,153
Change+4 (+0%)
Value$76.2K (-$722)
Filed 2026-10-26
NBT Bank, N.A.
DECREASED
Shares959 from 8,771
Change-7,812 (-89%)
Value$63.6K (-$522.2K)
Filed 2026-10-21
Kelleher Financial Advisors
CLOSED
Shares0 from 9,595
Change-9,595 (-100%)
Value$0 (-$640.9K)
Filed 2026-10-30
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 290
Change-290 (-100%)
Value$0 (-$19.4K)
Filed 2026-10-26
Keystone Financial Group
N/A
Shares— from 81,853
Change-81,853 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 126
Change-126 (-100%)
Value—
Status
Fulton Bank, N.A.
UNCHANGED6,3576,35700%$424.7K$418.5K-$6.2K2026-10-14
Spirit of America Management Corp
DECREASED5,933880,616-874,683-99%$13.3K$400.8K+$387.5K2026-10-14
Transce3nd, LLC
DECREASED1,2461,264-18-1%$85.0K$84.8K-$2812026-10-26
Oakworth Capital, Inc.
INCREASED1,1571,153+4+0%$76.9K$76.2K-$7222026-10-26
NBT Bank, N.A.
DECREASED9598,771-7,812-89%$585.9K$63.6K-$522.2K2026-10-21
Kelleher Financial Advisors
CLOSED09,595-9,595-100%$640.9K$0-$640.9K2026-10-30
Vermillion Wealth Management, Inc.
CLOSED0290-290-100%$19.4K$0-$19.4K2026-10-26
Keystone Financial Group
N/A—81,853-81,853-100%$5.5M———
Financial Gravity Companies, Inc.
N/A—126-126-100%$8.4K———
Showing 9 of 9 institutions