American Balanced Fund-F2AMBFX

13F holders, Q3 2024 (September 30)
3holders −1
0new positions
1sold out
$36.23avg. 13F price*

At the end of Q3 2024, 3 institutions reported holding American Balanced Fund-F2 (AMBFX) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holders were Spirit of America Management Corp. ($700K), Tucker Asset Management LLC ($66K) and Richardson Financial Services Inc. ($34K).

Company
American Balanced Fund-F2
CUSIP
024071821
Latest filing quarter
Q2 2026

History

Number of 13F holders

02468 Q1 2024: 2Q1 2024Q2 2024: 4Q2 2024Q3 2024: 3Q3 2024Q4 2024: 3Q4 2024Q1 2025: 3Q1 2025Q2 2025: 4Q2 2025Q3 2025: 5Q3 2025Q4 2025: 6Q4 2025Q1 2026: 7Q1 2026Q2 2026: 5Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions0$0
Exits1$667

All 13F filers, Q2 2024 → Q3 2024: 614 shares bought and 695 shares sold, net −81 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Spirit of America Management Corp. 0.14% Reduce -3.4% 19,312 $700K
Tucker Asset Management LLC 0.02% Add +8.2% 1,819 $66K
Richardson Financial Services Inc. 0.02% Add +100.4% 950 $34K

"% of holder's portfolio" is AMBFX's weight in each manager's 13F, not the share of American Balanced Fund-F2 the manager owns.