Institutional Ownership
American Funds American Balanced Fund Class F-2
CUSIP 024071821Mutual FundAMBFXQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
7
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
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.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Kelleher Financial Advisors | 184.5K | $6.81M |
| 2 | Keystone Financial Group | 77.7K | $3.07M |
| 3 | Garton & Associates Financial Advisors LLC | 78.9K | $2.91M |
| 4 | Spirit Of America Management Corp/Ny | 12.9K | $495.4K |
| 5 | Mcilrath & Eck, LLC | 4.0K | $149.4K |
| 6 | Transce3nd, LLC | 3.2K | $118.3K |
| 7 | Richardson Financial Services Inc. | 586 | $21.6K |