American Balanced Fund-F3AFMBX
13F holders, Q2 2026 (June 30)3holders +1
1new positions
0sold out
$41.02avg. 13F price*
At the end of Q2 2026, 3 institutions reported holding American Balanced Fund-F3 (AFMBX) in their 13F filings, up 1 from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Kelleher Financial Advisors ($3.7M), Vermillion Wealth Management, Inc. ($107K) and Coston, McIsaac & Partners ($34K).
- Company
- American Balanced Fund-F3
- CUSIP
- 024071771
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $107K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 39,386 shares bought, net +39,386 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Kelleher Financial Advisors | 0.53% | Add +69.3% | 89,888 | $3.7M |
| Vermillion Wealth Management, Inc. | 0.03% | New | 2,604 | $107K |
| Coston, McIsaac & Partners | 0.01% | Add +0.4% | 838 | $34K |
"% of holder's portfolio" is AFMBX's weight in each manager's 13F, not the share of American Balanced Fund-F3 the manager owns.