American Balanced Fund-CBALCX
13F holders, Q4 2024 (December 31)2holders +1
1new positions
0sold out
$34.04avg. 13F price*
At the end of Q4 2024, 2 institutions reported holding American Balanced Fund-C (BALCX) in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were Adirondack Trust Co. ($66K) and Tucker Asset Management LLC ($10K).
- Company
- American Balanced Fund-C
- CUSIP
- 024071300
- Latest filing quarter
- Q1 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $66K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 2,068 shares bought, net +2,068 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Adirondack Trust Co. | 0.03% | New | 1,937 | $66K |
| Tucker Asset Management LLC | 0.00% | Add +82.9% | 289 | $10K |
"% of holder's portfolio" is BALCX's weight in each manager's 13F, not the share of American Balanced Fund-C the manager owns.