Institutional Ownership
American Funds American Balanced A
CUSIP 024071102LOAD EQUITY FUNDABALXQ1 2026
Institutional Holders
6
13F filers
Shares Held
76.0K
Aggregate institutional
Institutional Value
$2.34M
Q1 2026
Net New Holders
+1
2 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased2
Decreased1
Sold out1
Institutional Holders
6 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | North Star Asset Management Inc | 34.9K | $1.29M | +34.9K | New |
| 2 | Ethos Financial Group, LLC | 21.5K | $795.3K | −4.9K | Reduced |
| 3 | Financial Gravity Asset Management, Inc. | 5.0K | $184.8K | 0 | Held |
| 4 | Mcilrath & Eck, LLC | 1.9K | $71.0K | +1.9K | New |
| 5 | Coston, Mcisaac & Partners | 6.7K | $246 | +5.5K | Added |
| 6 | Neville Rodie & Shaw Inc | 6.0K | $222 | +17 | Added |