American Balanced Fund-AABALX
13F holders, Q3 2025 (September 30)7holders −1
1new positions
2sold out
$38.11avg. 13F price*
At the end of Q3 2025, 7 institutions reported holding American Balanced Fund-A (ABALX) in their 13F filings, down 1 from Q2 2025. 1 opened new positions and 2 sold out. The largest holders were Ethos Financial Group, LLC ($1.1M), Tower Bridge Advisors ($325K) and Neville Rodie & Shaw Inc. ($216K).
- Company
- American Balanced Fund-A
- CUSIP
- 024071102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $209K |
| Exits | 2 | $350K |
All 13F filers, Q2 2025 → Q3 2025: 9,792 shares bought and 9,538 shares sold, net +254 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Ethos Financial Group, LLC | 0.09% | Add +13.8% | 29,003 | $1.1M |
| Tower Bridge Advisors | 0.03% | Add +0.3% | 8,413 | $325K |
| Neville Rodie & Shaw Inc. | 0.02% | Add +0.3% | 5,598 | $216K |
| Fulton Bank, N.A. | 0.01% | New | 5,407 | $209K |
| Financial Gravity Asset Management, Inc. | 0.04% | — | 4,729 | $183K |
| Luminist Capital LLC | 0.04% | Add +66.5% | 2,054 | $51K |
| Coston, McIsaac & Partners | 0.01% | No change | 1,114 | $43K |
"% of holder's portfolio" is ABALX's weight in each manager's 13F, not the share of American Balanced Fund-A the manager owns.