American Balanced Fund-529ACLBAX
13F holders, Q1 2025 (March 31)1holders
0new positions
0sold out
$34.13avg. 13F price*
At the end of Q1 2025, 1 institutions reported holding American Balanced Fund-529A (CLBAX) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holder was Jackson Wealth Management, LLC ($286K).
- Company
- American Balanced Fund-529A
- CUSIP
- 024071508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 399 shares bought, net +399 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Jackson Wealth Management, LLC | 0.03% | Add +5.0% | 8,380 | $286K |
"% of holder's portfolio" is CLBAX's weight in each manager's 13F, not the share of American Balanced Fund-529A the manager owns.