American Balanced Fund-F1BALFX
13F holders, Q1 2024 (March 31)3holders
$33.82avg. 13F price*
At the end of Q1 2024, 3 institutions reported holding American Balanced Fund-F1 (BALFX) in their 13F filings. The largest holders were Stewart & Patten Co. LLC ($830K), Ferguson Wellman Capital Management, Inc. ($352K) and Tucker Asset Management LLC ($73K).
- Company
- American Balanced Fund-F1
- CUSIP
- 024071409
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $777K |
Ownership 3 holders
| Stewart & Patten Co. LLC | 0.12% | Reduce -13.9% | 24,548 | $830K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 10,413 | $352K |
| Tucker Asset Management LLC | 0.02% | Reduce -9.3% | 2,169 | $73K |
"% of holder's portfolio" is BALFX's weight in each manager's 13F, not the share of American Balanced Fund-F1 the manager owns.