Institutional Ownership
American Funds American Balanced Fund Class F-2
CUSIP 024071821Mutual FundAMBFXQ1 2026
Institutional Holders
7
13F filers
Shares Held
361.9K
Aggregate institutional
Institutional Value
$13.58M
Q1 2026
Net New Holders
+2
2 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased3
Decreased2
Sold out0
Institutional Holders
7 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Kelleher Financial Advisors | 184.5K | $6.81M | −253 | Reduced |
| 2 | Keystone Financial Group | 77.7K | $3.07M | +77.7K | New |
| 3 | Garton & Associates Financial Advisors LLC | 78.9K | $2.91M | +7.3K | Added |
| 4 | Spirit Of America Management Corp/Ny | 12.9K | $495.4K | −1.1K | Reduced |
| 5 | Mcilrath & Eck, LLC | 4.0K | $149.4K | +4.0K | New |
| 6 | Transce3nd, LLC | 3.2K | $118.3K | +11 | Added |
| 7 | Richardson Financial Services Inc. | 586 | $21.6K | +2 | Added |