American Balanced Fund-F2AMBFX
13F holders, Q3 2025 (September 30)5holders +1
2new positions
1sold out
$37.62avg. 13F price*
At the end of Q3 2025, 5 institutions reported holding American Balanced Fund-F2 (AMBFX) in their 13F filings, up 1 from Q2 2025. 2 opened new positions and 1 sold out. The largest holders were Kelleher Financial Advisors ($6.8M), Spirit of America Management Corp. ($776K) and First Merchants Corp. ($239K).
- Company
- American Balanced Fund-F2
- CUSIP
- 024071821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $6.9M |
| Exits | 1 | $24 |
All 13F filers, Q2 2025 → Q3 2025: 183,331 shares bought and 1 shares sold, net +183,330 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Kelleher Financial Advisors | 1.72% | New | 176,983 | $6.8M |
| Spirit of America Management Corp. | 0.16% | Add +0.9% | 19,988 | $776K |
| First Merchants Corp. | 0.01% | No change | 6,207 | $239K |
| Transce3nd, LLC | 0.29% | New | 6,170 | $32K |
| Richardson Financial Services Inc. | 0.01% | Add +0.4% | 545 | $21K |
"% of holder's portfolio" is AMBFX's weight in each manager's 13F, not the share of American Balanced Fund-F2 the manager owns.