American Balanced Fund-F1BALFX
13F holders, Q2 2024 (June 30)2holders −1
0new positions
0sold out
$34.52avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding American Balanced Fund-F1 (BALFX) in their 13F filings, down 1 from Q1 2024. 0 opened new positions and 0 sold out. The largest holders were Ferguson Wellman Capital Management, Inc. ($359K) and Tucker Asset Management LLC ($75K).
- Company
- American Balanced Fund-F1
- CUSIP
- 024071409
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 6 shares bought, net +6 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 10,413 | $359K |
| Tucker Asset Management LLC | 0.02% | Add +0.3% | 2,175 | $75K |
"% of holder's portfolio" is BALFX's weight in each manager's 13F, not the share of American Balanced Fund-F1 the manager owns.