American Balanced Fund-F1BALFX
13F holders, Q3 2024 (September 30)3holders +1
1new positions
0sold out
$36.27avg. 13F price*
At the end of Q3 2024, 3 institutions reported holding American Balanced Fund-F1 (BALFX) in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Ferguson Wellman Capital Management, Inc. ($378K), Tucker Asset Management LLC ($80K) and Mfa Wealth Advisors, LLC ($25K).
- Company
- American Balanced Fund-F1
- CUSIP
- 024071409
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $25K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 724 shares bought, net +724 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 10,413 | $378K |
| Tucker Asset Management LLC | 0.02% | Add +1.3% | 2,203 | $80K |
| Mfa Wealth Advisors, LLC | 0.01% | New | 696 | $25K |
"% of holder's portfolio" is BALFX's weight in each manager's 13F, not the share of American Balanced Fund-F1 the manager owns.