American Balanced Fund-AABALX
13F holders, Q1 2026 (March 31)6holders
2new positions
1sold out
$36.95avg. 13F price*
At the end of Q1 2026, 6 institutions reported holding American Balanced Fund-A (ABALX) in their 13F filings, unchanged from Q4 2025. 2 opened new positions and 1 sold out. The largest holders were North Star Asset Management Inc. ($1.3M), Ethos Financial Group, LLC ($795K) and Coston, McIsaac & Partners ($246K).
- Company
- American Balanced Fund-A
- CUSIP
- 024071102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.4M |
| Exits | 1 | $337K |
All 13F filers, Q4 2025 → Q1 2026: 42,365 shares bought and 13,860 shares sold, net +28,505 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| North Star Asset Management Inc. | 0.06% | New | 34,915 | $1.3M |
| Ethos Financial Group, LLC | 0.06% | Reduce -18.4% | 21,517 | $795K |
| Coston, McIsaac & Partners | 0.06% | Add +474.4% | 6,674 | $246K |
| Neville Rodie & Shaw Inc. | 0.02% | Add +0.3% | 6,004 | $222K |
| Financial Gravity Asset Management, Inc. | 0.03% | No change | 5,000 | $185K |
| McIlrath & Eck, LLC | 0.01% | New | 1,921 | $71K |
"% of holder's portfolio" is ABALX's weight in each manager's 13F, not the share of American Balanced Fund-A the manager owns.