American Balanced Fund-F3AFMBX

13F holders, Q3 2024 (September 30)
3holders −1
0new positions
1sold out
$36.28avg. 13F price*

At the end of Q3 2024, 3 institutions reported holding American Balanced Fund-F3 (AFMBX) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holders were Tucker Asset Management LLC ($1.1M), RiverFront Investment Group, LLC ($731K) and Mfa Wealth Advisors, LLC ($84K).

Company
American Balanced Fund-F3
CUSIP
024071771
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 3Q1 2024Q2 2024: 4Q2 2024Q3 2024: 3Q3 2024Q4 2024: 3Q4 2024Q1 2025: 4Q1 2025Q2 2025: 2Q2 2025Q3 2025: 3Q3 2025Q4 2025: 4Q4 2025Q1 2026: 2Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions0$0
Exits1$233K

All 13F filers, Q2 2024 → Q3 2024: 8,151 shares bought and 6,763 shares sold, net +1,388 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Tucker Asset Management LLC 0.25% Add +0.4% 29,846 $1.1M
RiverFront Investment Group, LLC 0.02% Add +66.3% 20,142 $731K
Mfa Wealth Advisors, LLC 0.02% Add +0.4% 2,325 $84K

"% of holder's portfolio" is AFMBX's weight in each manager's 13F, not the share of American Balanced Fund-F3 the manager owns.