American Balanced Fund-F3AFMBX
13F holders, Q4 2024 (December 31)3holders
1new positions
1sold out
$34.32avg. 13F price*
At the end of Q4 2024, 3 institutions reported holding American Balanced Fund-F3 (AFMBX) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Tucker Asset Management LLC ($1.1M), RiverFront Investment Group, LLC ($851K) and Coston, McIsaac & Partners ($26K).
- Company
- American Balanced Fund-F3
- CUSIP
- 024071771
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $26K |
| Exits | 1 | $84K |
All 13F filers, Q3 2024 → Q4 2024: 6,741 shares bought and 2,325 shares sold, net +4,416 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Tucker Asset Management LLC | 0.24% | Add +4.4% | 31,169 | $1.1M |
| RiverFront Investment Group, LLC | 0.02% | Add +23.1% | 24,796 | $851K |
| Coston, McIsaac & Partners | 0.01% | New | 764 | $26K |
"% of holder's portfolio" is AFMBX's weight in each manager's 13F, not the share of American Balanced Fund-F3 the manager owns.