American Balanced Fund-AABALX
13F holders, Q1 2024 (March 31)7holders
$33.69avg. 13F price*
At the end of Q1 2024, 7 institutions reported holding American Balanced Fund-A (ABALX) in their 13F filings. The largest holders were Ethos Financial Group, LLC ($613K), Arvest Trust Co. N A ($319K) and Tucker Asset Management LLC ($271K).
- Company
- American Balanced Fund-A
- CUSIP
- 024071102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $207K |
| Exits | 3 | $322K |
Ownership 7 holders
| Ethos Financial Group, LLC | 0.12% | Add +0.3% | 18,097 | $613K |
| Arvest Trust Co. N A | 0.02% | No change | 9,421 | $319K |
| Tucker Asset Management LLC | 0.06% | Add +116.8% | 7,999 | $271K |
| Tower Bridge Advisors | 0.03% | Add +0.3% | 7,768 | $263K |
| Fulton Bank, N.A. | 0.01% | New | 6,117 | $207K |
| Financial Gravity Asset Management, Inc. | 0.04% | Reduce -91.8% | 4,481 | $143K |
| Coston, McIsaac & Partners | 0.02% | Add +0.1% | 1,444 | $48K |
"% of holder's portfolio" is ABALX's weight in each manager's 13F, not the share of American Balanced Fund-A the manager owns.