Institutional Ownership
American Funds Global Balanced Fund Class F-2
CUSIP 02629W502MGBLFXQ1 2026
Institutional Holders
2
13F filers
Shares Held
2.9K
Aggregate institutional
Institutional Value
$114.8K
Q1 2026
Net New Holders
+0
0 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased1
Decreased1
Sold out0
Institutional Holders
2 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Kelleher Financial Advisors | 1.8K | $74.0K | +9 | Added |
| 2 | Transce3nd, LLC | 1.0K | $40.7K | −12 | Reduced |