American Funds American Balanced Fund Class F-2

CUSIP 024071821Mutual FundAMBFXQ4 2025

American Funds American Balanced Fund Class F-2 — Owners — 13D/13G Beneficial Ownership · FBInvestor

13D / 13G Filings

Schedule 13D/13G on record

Beneficial Filers

Distinct reporting persons

Largest Stake

—

Max % of class reported

Institutional Holders

13F filers (latest quarter)

Schedule 13D (activist) & 13G (passive) 5%+ ownership filings

No 13D/13G filings on record yet

Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.

Largest reported positions · latest quarter

#	Fund	Shares	Value
1	Kelleher Financial Advisors	184.8K	$6.92M
2	Garton & Associates Financial Advisors LLC	71.6K	$2.68M
3	Spirit Of America Management Corp/Ny	13.9K	$535.0K
4	Transce3nd, LLC	3.2K	$123.5K
5	Richardson Financial Services Inc.	584	$11.7K
6	Motiv8 Investments LLC	982	$37