American Balanced Fund-F2AMBFX

13F holders, Q4 2024 (December 31)
3holders
0new positions
0sold out
$34.31avg. 13F price*

At the end of Q4 2024, 3 institutions reported holding American Balanced Fund-F2 (AMBFX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Spirit of America Management Corp. ($726K), Tucker Asset Management LLC ($211K) and Richardson Financial Services Inc. ($17K).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 6,167 shares bought and 446 shares sold, net +5,721 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Spirit of America Management Corp. 0.15% Add +9.5% 21,155 $726K
Tucker Asset Management LLC 0.05% Add +237.7% 6,143 $211K
Richardson Financial Services Inc. 0.01% Reduce -47.0% 504 $17K

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