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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

AWSHX

AWSHX 13F Filings: Institutional Buyers & Sellers

Amer Fnd Wash Mtl Inv-a

-$332.1K

Net Activity

Institutions Holding

6

Popularity Rank

#11195

Avg Weight

0.06%

Total Value

$2.4M

Ownership Trend

6 institutions currently hold AWSHX, with 4 net buyers and 4 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

4

Net Buying Institutions

4

Key Holders

Key Holders

Top 5 by Value

AB
Arvest Bank Trust Division
$1.1M
CM
Coston, McIsaac & Partners
$793.0K
EB
Emprise Bank
$211.9K
WI
Westside Investment Management, Inc.
$196.1K
M&
McIlrath & Eck, LLC
$15.5K

Top 5 by Conviction

CM
Coston, McIsaac & Partners
0.18%
EB
Emprise Bank
0.09%
AB
Arvest Bank Trust Division
0.06%
WI
Westside Investment Management, Inc.
0.03%
M&
McIlrath & Eck, LLC
0.00%
View all 6 holding institutions

Quarterly Activity

Recent Activity

+$2.2M

Total Buy Value

$606.5K

Total Sell Value

New buy2
Trim0
Add2
Sold out4

4

Net Buyers

4

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding AMER FND WASH MTL INV-A (AWSHX)?
Major stakeholders currently include Arvest Bank Trust Division ($1.1M), Coston, McIsaac & Partners ($793.0K), Emprise Bank ($211.9K). Based on the latest 13F filings, there are a total of 6 tracked investment funds and institutions maintaining positions in AWSHX.
What is the overall institutional sentiment toward AWSHX recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $332.1K, driven by 4 managers accumulating shares while 4 reduced their exposure.
Which institutions have been selling or reducing their AWSHX positions?
In the latest period, 0 funds trimmed their holdings, and 4 managers completely exited their positions. The aggregate reported sell value was $606.5K.
Are there any notable investors adding AWSHX to their portfolios?
Yes, buying activity remains notable. 2 institutions opened new positions in {ticker}, and 2 existing holders added to their shares. The total reported buy value for the quarter amounted to $2.2M.

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