American Balanced Fund-F2AMBFX
13F holders, Q4 2025 (December 31)6holders +1
1new positions
1sold out
$37.48avg. 13F price*
At the end of Q4 2025, 6 institutions reported holding American Balanced Fund-F2 (AMBFX) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Kelleher Financial Advisors ($6.9M), Garton & Associates Financial Advisors LLC ($2.7M) and Spirit of America Management Corp. ($535K).
- Company
- American Balanced Fund-F2
- CUSIP
- 024071821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $37K |
| Exits | 1 | $239K |
All 13F filers, Q3 2025 → Q4 2025: 8,821 shares bought and 15,236 shares sold, net −6,415 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Kelleher Financial Advisors | 1.60% | Add +4.4% | 184,783 | $6.9M |
| Garton & Associates Financial Advisors LLC | 1.55% | — | 71,628 | $2.7M |
| Spirit of America Management Corp. | 0.11% | Reduce -30.3% | 13,935 | $535K |
| Transce3nd, LLC | 1.00% | Reduce -48.2% | 3,194 | $123K |
| Motiv8 Investments LLC | 0.02% | New | 982 | $37K |
| Richardson Financial Services Inc. | 0.00% | Add +7.2% | 584 | $12K |
"% of holder's portfolio" is AMBFX's weight in each manager's 13F, not the share of American Balanced Fund-F2 the manager owns.