American Balanced Fund-F3AFMBX
13F holders, Q3 2025 (September 30)3holders +1
2new positions
1sold out
$38.59avg. 13F price*
At the end of Q3 2025, 3 institutions reported holding American Balanced Fund-F3 (AFMBX) in their 13F filings, up 1 from Q2 2025. 2 opened new positions and 1 sold out. The largest holders were Kelleher Financial Advisors ($2.2M), Vermillion Wealth Management, Inc. ($93K) and Coston, McIsaac & Partners ($30K).
- Company
- American Balanced Fund-F3
- CUSIP
- 024071771
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.3M |
| Exits | 1 | $852K |
All 13F filers, Q2 2025 → Q3 2025: 59,922 shares bought and 23,239 shares sold, net +36,683 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Kelleher Financial Advisors | 0.56% | New | 57,504 | $2.2M |
| Vermillion Wealth Management, Inc. | 0.03% | New | 2,415 | $93K |
| Coston, McIsaac & Partners | 0.01% | Add +0.4% | 777 | $30K |
"% of holder's portfolio" is AFMBX's weight in each manager's 13F, not the share of American Balanced Fund-F3 the manager owns.