American Balanced Fund-529ACLBAX
13F holders, Q4 2025 (December 31)1holders
0new positions
0sold out
$37.41avg. 13F price*
At the end of Q4 2025, 1 institutions reported holding American Balanced Fund-529A (CLBAX) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holder was Jackson Wealth Management, LLC ($342K).
- Company
- American Balanced Fund-529A
- CUSIP
- 024071508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 938 shares bought, net +938 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Jackson Wealth Management, LLC | 0.03% | Add +11.4% | 9,141 | $342K |
"% of holder's portfolio" is CLBAX's weight in each manager's 13F, not the share of American Balanced Fund-529A the manager owns.