American Balanced Fund-AABALX
13F holders, Q4 2025 (December 31)6holders −1
1new positions
2sold out
$37.47avg. 13F price*
At the end of Q4 2025, 6 institutions reported holding American Balanced Fund-A (ABALX) in their 13F filings, down 1 from Q3 2025. 1 opened new positions and 2 sold out. The largest holders were Ethos Financial Group, LLC ($989K), Tower Bridge Advisors ($337K) and Neville Rodie & Shaw Inc. ($224K).
- Company
- American Balanced Fund-A
- CUSIP
- 024071102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $15K |
| Exits | 2 | $260K |
All 13F filers, Q3 2025 → Q4 2025: 1,687 shares bought and 10,084 shares sold, net −8,397 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Ethos Financial Group, LLC | 0.07% | Reduce -9.0% | 26,380 | $989K |
| Tower Bridge Advisors | 0.03% | Add +6.9% | 8,997 | $337K |
| Neville Rodie & Shaw Inc. | 0.02% | Add +7.0% | 5,987 | $224K |
| Financial Gravity Asset Management, Inc. | 0.04% | Add +5.7% | 5,000 | $187K |
| Coston, McIsaac & Partners | 0.01% | Add +4.3% | 1,162 | $43K |
| Motiv8 Investments LLC | 0.01% | New | 395 | $15K |
"% of holder's portfolio" is ABALX's weight in each manager's 13F, not the share of American Balanced Fund-A the manager owns.