American Balanced Fund-AABALX
13F holders, Q1 2025 (March 31)6holders
2new positions
2sold out
$34.23avg. 13F price*
At the end of Q1 2025, 6 institutions reported holding American Balanced Fund-A (ABALX) in their 13F filings, unchanged from Q4 2024. 2 opened new positions and 2 sold out. The largest holders were Ethos Financial Group, LLC ($683K), Tower Bridge Advisors ($284K) and Financial Gravity Asset Management, Inc. ($161K).
- Company
- American Balanced Fund-A
- CUSIP
- 024071102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $92K |
| Exits | 2 | $133K |
All 13F filers, Q4 2024 → Q1 2025: 2,722 shares bought and 3,869 shares sold, net −1,147 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Ethos Financial Group, LLC | 0.07% | No change | 19,894 | $683K |
| Tower Bridge Advisors | 0.03% | Add +0.3% | 8,318 | $284K |
| Financial Gravity Asset Management, Inc. | 0.04% | — | 4,704 | $161K |
| Brooklyn Investment Group | 0.02% | New | 2,288 | $78K |
| Coston, McIsaac & Partners | 0.01% | No change | 1,107 | $37K |
| Ascentis Wealth Management, LLC | 0.00% | New | 407 | $14K |
"% of holder's portfolio" is ABALX's weight in each manager's 13F, not the share of American Balanced Fund-A the manager owns.