American Balanced Fund-529ACLBAX
13F holders, Q2 2026 (June 30)1holders
0new positions
0sold out
$40.98avg. 13F price*
At the end of Q2 2026, 1 institutions reported holding American Balanced Fund-529A (CLBAX) in their 13F filings, unchanged from Q1 2026. 0 opened new positions and 0 sold out. The largest holder was Jackson Wealth Management, LLC ($229K).
- Company
- American Balanced Fund-529A
- CUSIP
- 024071508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 3,610 shares sold, net −3,610 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Jackson Wealth Management, LLC | 0.13% | Reduce -39.3% | 5,588 | $229K |
"% of holder's portfolio" is CLBAX's weight in each manager's 13F, not the share of American Balanced Fund-529A the manager owns.