American Balanced Fund-F2AMBFX
13F holders, Q2 2026 (June 30)5holders −2
1new positions
2sold out
$20.98avg. 13F price*
At the end of Q2 2026, 5 institutions reported holding American Balanced Fund-F2 (AMBFX) in their 13F filings, down 2 from Q1 2026. 1 opened new positions and 2 sold out. The largest holders were Kelleher Financial Advisors ($12.3M), Keystone Financial Group ($3.2M) and NBT Bank, N.A. ($1.6M).
- Company
- American Balanced Fund-F2
- CUSIP
- 024071821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.6M |
| Exits | 2 | $2.9M |
All 13F filers, Q1 2026 → Q2 2026: 544,190 shares bought and 79,511 shares sold, net +464,679 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Kelleher Financial Advisors | 1.76% | Add +62.4% | 299,647 | $12.3M |
| Keystone Financial Group | 0.19% | Add +0.1% | 77,838 | $3.2M |
| NBT Bank, N.A. | 0.11% | New | 40,065 | $1.6M |
| Transce3nd, LLC | 1.15% | No change | 3,205 | $131K |
| Spirit of America Management Corp. | 0.00% | Add +3021.3% | 401,774 | $10K |
"% of holder's portfolio" is AMBFX's weight in each manager's 13F, not the share of American Balanced Fund-F2 the manager owns.