American Balanced Fund-AABALX
13F holders, Q2 2026 (June 30)5holders −1
0new positions
0sold out
$40.70avg. 13F price*
At the end of Q2 2026, 5 institutions reported holding American Balanced Fund-A (ABALX) in their 13F filings, down 1 from Q1 2026. 0 opened new positions and 0 sold out. The largest holders were North Star Asset Management Inc. ($1.4M), Ethos Financial Group, LLC ($871K) and Coston, McIsaac & Partners ($273K).
- Company
- American Balanced Fund-A
- CUSIP
- 024071102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 314 shares bought and 136 shares sold, net +178 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| North Star Asset Management Inc. | 0.06% | No change | 34,915 | $1.4M |
| Ethos Financial Group, LLC | 0.06% | Add +1.4% | 21,830 | $871K |
| Coston, McIsaac & Partners | 0.05% | Add +0.0% | 6,675 | $273K |
| Neville Rodie & Shaw Inc. | 0.02% | Reduce -2.3% | 5,868 | $241K |
| Financial Gravity Companies, Inc. | 0.03% | — | 5,000 | $205K |
"% of holder's portfolio" is ABALX's weight in each manager's 13F, not the share of American Balanced Fund-A the manager owns.