American Balanced Fund-F2AMBFX
13F holders, Q1 2026 (March 31)7holders +1
2new positions
0sold out
$37.54avg. 13F price*
At the end of Q1 2026, 7 institutions reported holding American Balanced Fund-F2 (AMBFX) in their 13F filings, up 1 from Q4 2025. 2 opened new positions and 0 sold out. The largest holders were Kelleher Financial Advisors ($6.8M), Keystone Financial Group ($3.1M) and Garton & Associates Financial Advisors LLC ($2.9M).
- Company
- American Balanced Fund-F2
- CUSIP
- 024071821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $3.2M |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 89,088 shares bought and 1,316 shares sold, net +87,772 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Kelleher Financial Advisors | 1.74% | Reduce -0.1% | 184,530 | $6.8M |
| Keystone Financial Group | 0.21% | New | 77,732 | $3.1M |
| Garton & Associates Financial Advisors LLC | 2.38% | Add +10.2% | 78,925 | $2.9M |
| Spirit of America Management Corp. | 0.10% | Reduce -7.6% | 12,872 | $495K |
| McIlrath & Eck, LLC | 0.01% | New | 4,046 | $149K |
| Transce3nd, LLC | 1.05% | Add +0.3% | 3,205 | $118K |
| Richardson Financial Services Inc. | 0.01% | Add +0.3% | 586 | $22K |
"% of holder's portfolio" is AMBFX's weight in each manager's 13F, not the share of American Balanced Fund-F2 the manager owns.