American Balanced Fund-529ACLBAX
13F holders, Q3 2024 (September 30)1holders
1new positions
0sold out
$36.20avg. 13F price*
At the end of Q3 2024, 1 institutions reported holding American Balanced Fund-529A (CLBAX) in their 13F filings, unchanged from Q1 2024. 1 opened new positions and 0 sold out. The largest holder was Jackson Wealth Management, LLC ($272K).
- Company
- American Balanced Fund-529A
- CUSIP
- 024071508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $272K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q3 2024: 7,514 shares bought, net +7,514 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Jackson Wealth Management, LLC | 0.03% | New | 7,514 | $272K |
"% of holder's portfolio" is CLBAX's weight in each manager's 13F, not the share of American Balanced Fund-529A the manager owns.