American Balanced Fund-F2AMBFX
13F holders, Q1 2025 (March 31)3holders
1new positions
1sold out
$34.12avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding American Balanced Fund-F2 (AMBFX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Spirit of America Management Corp. ($719K), First Merchants Corp. ($212K) and Richardson Financial Services Inc. ($17K).
- Company
- American Balanced Fund-F2
- CUSIP
- 024071821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $212K |
| Exits | 1 | $211K |
All 13F filers, Q4 2024 → Q1 2025: 6,209 shares bought and 6,231 shares sold, net −22 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Spirit of America Management Corp. | 0.15% | Reduce -0.4% | 21,067 | $719K |
| First Merchants Corp. | 0.01% | New | 6,207 | $212K |
| Richardson Financial Services Inc. | 0.01% | Add +0.4% | 506 | $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.