American Balanced Fund-F3AFMBX
13F holders, Q4 2025 (December 31)4holders +1
1new positions
1sold out
$37.47avg. 13F price*
At the end of Q4 2025, 4 institutions reported holding American Balanced Fund-F3 (AFMBX) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Kelleher Financial Advisors ($2.0M), Kohmann Bosshard Financial Services, LLC ($376K) and Garton & Associates Financial Advisors LLC ($83K).
- Company
- American Balanced Fund-F3
- CUSIP
- 024071771
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $376K |
| Exits | 1 | $93K |
All 13F filers, Q3 2025 → Q4 2025: 10,100 shares bought and 6,351 shares sold, net +3,749 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Kelleher Financial Advisors | 0.46% | Reduce -6.8% | 53,568 | $2.0M |
| Kohmann Bosshard Financial Services, LLC | 0.03% | New | 10,045 | $376K |
| Garton & Associates Financial Advisors LLC | 0.05% | — | 2,205 | $83K |
| Coston, McIsaac & Partners | 0.01% | Add +7.1% | 832 | $31K |
"% of holder's portfolio" is AFMBX's weight in each manager's 13F, not the share of American Balanced Fund-F3 the manager owns.