Amer FNDS GLBL Blncd-F2GBLFX
13F holders, Q3 2025 (September 30)2holders +1
1new positions
0sold out
$20.55avg. 13F price*
At the end of Q3 2025, 2 institutions reported holding Amer FNDS GLBL Blncd-F2 (GBLFX) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Kelleher Financial Advisors ($72K) and Transce3nd, LLC ($13K).
- Company
- Amer FNDS GLBL Blncd-F2
- Filed as
- AMERICAN FUNDS GLOBAL BALANCED FUND CLASS F-2 (Q3 2025)
- CUSIP
- 02629W502
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $72K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 1,769 shares bought, net +1,769 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Kelleher Financial Advisors | 0.02% | New | 1,756 | $72K |
| Transce3nd, LLC | 0.11% | Add +0.6% | 2,363 | $13K |
"% 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.