Amer FNDS GLBL Blncd-F2GBLFX
13F holders, Q4 2024 (December 31)2holders +1
1new positions
0sold out
$37.41avg. 13F price*
At the end of Q4 2024, 2 institutions reported holding Amer FNDS GLBL Blncd-F2 (GBLFX) in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Transce3nd, LLC ($119K) and Tucker Asset Management LLC ($65K).
- Company
- Amer FNDS GLBL Blncd-F2
- Filed as
- AMERICAN FUNDS GLOBAL BALANCED F2 (Q4 2024)
- CUSIP
- 02629W502
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $65K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q4 2024: 1,768 shares bought, net +1,768 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Transce3nd, LLC | 0.04% | — | 3,151 | $119K |
| Tucker Asset Management LLC | 0.01% | New | 1,768 | $65K |
"% of holder's portfolio" is GBLFX's weight in each manager's 13F, not the share of Amer FNDS GLBL Blncd-F2 the manager owns.