American Balanced Fund-F3AFMBX
13F holders, Q2 2024 (June 30)4holders +1
2new positions
1sold out
$34.54avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding American Balanced Fund-F3 (AFMBX) in their 13F filings, up 1 from Q1 2024. 2 opened new positions and 1 sold out. The largest holders were Tucker Asset Management LLC ($1.0M), RiverFront Investment Group, LLC ($418K) and ORG Partners LLC ($233K).
- Company
- American Balanced Fund-F3
- CUSIP
- 024071771
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $313K |
| Exits | 1 | $1K |
All 13F filers, Q1 2024 → Q2 2024: 14,150 shares bought and 464 shares sold, net +13,686 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Tucker Asset Management LLC | 0.23% | Reduce -1.4% | 29,732 | $1.0M |
| RiverFront Investment Group, LLC | 0.01% | Add +72.0% | 12,114 | $418K |
| ORG Partners LLC | 0.03% | New | 6,763 | $233K |
| Mfa Wealth Advisors, LLC | 0.02% | New | 2,316 | $80K |
"% of holder's portfolio" is AFMBX's weight in each manager's 13F, not the share of American Balanced Fund-F3 the manager owns.