American Balanced Fund-AABALX
13F holders, Q3 2024 (September 30)5holders −4
1new positions
3sold out
$36.29avg. 13F price*
At the end of Q3 2024, 5 institutions reported holding American Balanced Fund-A (ABALX) in their 13F filings, down 4 from Q2 2024. 1 opened new positions and 3 sold out. The largest holders were Ethos Financial Group, LLC ($684K), Tower Bridge Advisors ($284K) and Tucker Asset Management LLC ($155K).
- Company
- American Balanced Fund-A
- CUSIP
- 024071102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $26K |
| Exits | 3 | $249K |
All 13F filers, Q2 2024 → Q3 2024: 3,066 shares bought and 7,572 shares sold, net −4,506 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Ethos Financial Group, LLC | 0.11% | Add +8.0% | 18,844 | $684K |
| Tower Bridge Advisors | 0.03% | Add +0.3% | 7,817 | $284K |
| Tucker Asset Management LLC | 0.04% | Add +27.5% | 4,275 | $155K |
| Coston, McIsaac & Partners | 0.01% | Reduce -26.9% | 1,052 | $38K |
| Eagle Bay Advisors LLC | 0.01% | New | 723 | $26K |
"% of holder's portfolio" is ABALX's weight in each manager's 13F, not the share of American Balanced Fund-A the manager owns.