American Balanced Fund-F3AFMBX
13F holders, Q1 2025 (March 31)4holders +1
2new positions
1sold out
$34.13avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding American Balanced Fund-F3 (AFMBX) in their 13F filings, up 1 from Q4 2024. 2 opened new positions and 1 sold out. The largest holders were RiverFront Investment Group, LLC ($872K), Kohmann Bosshard Financial Services, LLC ($326K) and Vermillion Wealth Management, Inc. ($81K).
- Company
- American Balanced Fund-F3
- CUSIP
- 024071771
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $408K |
| Exits | 1 | $1.1M |
All 13F filers, Q4 2024 → Q1 2025: 12,697 shares bought and 31,169 shares sold, net −18,472 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| RiverFront Investment Group, LLC | 0.02% | Add +3.0% | 25,549 | $872K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | New | 9,557 | $326K |
| Vermillion Wealth Management, Inc. | 0.02% | New | 2,384 | $81K |
| Coston, McIsaac & Partners | 0.01% | Add +0.4% | 767 | $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.