American Balanced Fund-AABALX
13F holders, Q4 2024 (December 31)6holders +1
1new positions
1sold out
$34.34avg. 13F price*
At the end of Q4 2024, 6 institutions reported holding American Balanced Fund-A (ABALX) in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Ethos Financial Group, LLC ($683K), Tower Bridge Advisors ($285K) and Financial Gravity Companies, Inc. ($162K).
- Company
- American Balanced Fund-A
- CUSIP
- 024071102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $162K |
| Exits | 1 | $26K |
All 13F filers, Q3 2024 → Q4 2024: 6,283 shares bought and 1,428 shares sold, net +4,855 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Ethos Financial Group, LLC | 0.09% | Add +5.6% | 19,894 | $683K |
| Tower Bridge Advisors | 0.03% | Add +6.1% | 8,291 | $285K |
| Financial Gravity Companies, Inc. | 0.04% | New | 4,704 | $162K |
| Tucker Asset Management LLC | 0.03% | Reduce -16.5% | 3,570 | $123K |
| Coston, McIsaac & Partners | 0.01% | Add +5.2% | 1,107 | $38K |
| Quest 10 Wealth Builders, Inc. | 0.01% | — | 299 | $10K |
"% of holder's portfolio" is ABALX's weight in each manager's 13F, not the share of American Balanced Fund-A the manager owns.