American Balanced Fund-AABALX
13F holders, Q2 2024 (June 30)9holders +2
3new positions
1sold out
$34.56avg. 13F price*
At the end of Q2 2024, 9 institutions reported holding American Balanced Fund-A (ABALX) in their 13F filings, up 2 from Q1 2024. 3 opened new positions and 1 sold out. The largest holders were Ethos Financial Group, LLC ($603K), Arvest Trust Co. N A ($326K) and Tower Bridge Advisors ($269K).
- Company
- American Balanced Fund-A
- CUSIP
- 024071102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $249K |
| Exits | 1 | $207K |
All 13F filers, Q1 2024 → Q2 2024: 7,209 shares bought and 11,417 shares sold, net −4,208 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Ethos Financial Group, LLC | 0.11% | Reduce -3.6% | 17,447 | $603K |
| Arvest Trust Co. N A | 0.02% | No change | 9,421 | $326K |
| Tower Bridge Advisors | 0.03% | Add +0.3% | 7,793 | $269K |
| Winslow Asset Management Inc. | 0.04% | New | 6,439 | $223K |
| Financial Gravity Asset Management, Inc. | 0.04% | No change | 4,481 | $155K |
| Tucker Asset Management LLC | 0.03% | Reduce -58.1% | 3,353 | $116K |
| Coston, McIsaac & Partners | 0.02% | Reduce -0.3% | 1,440 | $49K |
| ORG Partners LLC | 0.00% | New | 381 | $13K |
| Laffer Tengler Investments, Inc. | 0.00% | New | 364 | $13K |
"% of holder's portfolio" is ABALX's weight in each manager's 13F, not the share of American Balanced Fund-A the manager owns.