American Balanced Fund-F2AMBFX
13F holders, Q2 2025 (June 30)4holders +1
1new positions
0sold out
$36.86avg. 13F price*
At the end of Q2 2025, 4 institutions reported holding American Balanced Fund-F2 (AMBFX) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Spirit of America Management Corp. ($732K), First Merchants Corp. ($227K) and Richardson Financial Services Inc. ($20K).
- Company
- American Balanced Fund-F2
- CUSIP
- 024071821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $24 |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 38 shares bought and 1,255 shares sold, net −1,217 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Spirit of America Management Corp. | 0.15% | Reduce -6.0% | 19,812 | $732K |
| First Merchants Corp. | 0.01% | No change | 6,207 | $227K |
| Richardson Financial Services Inc. | 0.01% | Add +7.3% | 543 | $20K |
| Brooklyn Investment Group | 0.00% | New | 1 | $24 |
"% of holder's portfolio" is AMBFX's weight in each manager's 13F, not the share of American Balanced Fund-F2 the manager owns.