Arvest Bank Trust Division AWSHX WASHINGTON MUT INVS FD INC

Ownership history in Arvest Bank Trust Division  ·  36 quarters on record

AI Ownership Summary

Arvest Bank Trust Division reported WASHINGTON MUT INVS FD INC (AWSHX) in 36 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.06% in 2026 Q1. The latest visible filing shows AWSHX at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AWSHX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arvest Bank Trust Division's position in WASHINGTON MUT INVS FD INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AWSHX was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Arvest Bank Trust Division held AWSHX — position size vs. price
% of Fund (quarterly)    AWSHX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 17,968 +4,335 +31.8% 0.06% $1.1M 2026-05-13 $67.89
2025 Q4 REDUCED 13,633 -28 -0.2% 0.05% $889K 2026-02-09 $67.21
2025 Q3 ADDED 13,661 +42 +0.3% 0.05% $915K 2025-11-07 $63.23
2025 Q2 ADDED 13,619 +609 +4.7% 0.05% $870K 2025-08-08 $61.27
2025 Q1 ADDED 13,010 +43 +0.3% 0.05% $801K 2025-05-14 $56.79
2024 Q4 ADDED 12,967 +572 +4.6% 0.05% $799K 2025-02-13 $58.66
2024 Q3 REDUCED 12,395 -223 -1.8% 0.05% $798K 2024-11-25 $56.62
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Arvest Bank Trust Division and AWSHX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arvest Bank Trust Division reported owning AWSHX?

Arvest Bank Trust Division reported AWSHX across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported AWSHX position in Arvest Bank Trust Division's portfolio?

The largest reported portfolio weight for AWSHX was 0.06% in 2026 Q1.

What is the latest reported AWSHX position on this page?

The most recent filing on this page is 2026 Q1, when Arvest Bank Trust Division reported 17,968 shares, equal to 0.06% of portfolio, with an estimated market value of $1.1M.

What does the chart on this AWSHX ownership page compare?

The chart compares Arvest Bank Trust Division's quarterly AWSHX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Arvest Bank Trust Division time their AWSHX position?

Based on 13F filing dates vs. subsequent AWSHX price moves, Arvest Bank Trust Division correctly timed 19 out of 33 reported position changes (58%). The annualised alpha on AWSHX relative to SPY over the holding period was -2.4%.

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