American Balanced Fund-AABALX
13F holders, Q2 2025 (June 30)8holders +2
3new positions
1sold out
$36.68avg. 13F price*
At the end of Q2 2025, 8 institutions reported holding American Balanced Fund-A (ABALX) in their 13F filings, up 2 from Q1 2025. 3 opened new positions and 1 sold out. The largest holders were Ethos Financial Group, LLC ($935K), Tower Bridge Advisors ($308K) and RiverFront Investment Group, LLC ($272K).
- Company
- American Balanced Fund-A
- CUSIP
- 024071102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $522K |
| Exits | 1 | $14K |
All 13F filers, Q1 2025 → Q2 2025: 19,881 shares bought and 560 shares sold, net +19,321 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Ethos Financial Group, LLC | 0.08% | Add +28.1% | 25,478 | $935K |
| Tower Bridge Advisors | 0.03% | Add +0.8% | 8,389 | $308K |
| RiverFront Investment Group, LLC | 0.01% | New | 7,403 | $272K |
| Neville Rodie & Shaw Inc. | 0.02% | New | 5,582 | $205K |
| Financial Gravity Companies, Inc. | 0.03% | — | 4,729 | $174K |
| Brooklyn Investment Group | 0.01% | Reduce -6.7% | 2,135 | $78K |
| Luminist Capital LLC | 0.04% | New | 1,234 | $45K |
| Coston, McIsaac & Partners | 0.01% | Add +0.6% | 1,114 | $40K |
"% of holder's portfolio" is ABALX's weight in each manager's 13F, not the share of American Balanced Fund-A the manager owns.