American Balanced Fund-F2AMBFX
13F holders, Q2 2024 (June 30)4holders +2
2new positions
0sold out
$34.53avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding American Balanced Fund-F2 (AMBFX) in their 13F filings, up 2 from Q1 2024. 2 opened new positions and 0 sold out. The largest holders were Spirit of America Management Corp. ($690K), Tucker Asset Management LLC ($58K) and Richardson Financial Services Inc. ($16K).
- Company
- American Balanced Fund-F2
- CUSIP
- 024071821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $691K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 20,063 shares bought, net +20,063 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Spirit of America Management Corp. | 0.14% | New | 19,988 | $690K |
| Tucker Asset Management LLC | 0.01% | Add +3.3% | 1,681 | $58K |
| Richardson Financial Services Inc. | 0.01% | Add +0.4% | 474 | $16K |
| ORG Partners LLC | 0.00% | New | 19 | $667 |
"% of holder's portfolio" is AMBFX's weight in each manager's 13F, not the share of American Balanced Fund-F2 the manager owns.