Amer FNDS GLBL Blncd-F2GBLFX
13F holders, Q4 2025 (December 31)2holders
0new positions
0sold out
$40.76avg. 13F price*
At the end of Q4 2025, 2 institutions reported holding Amer FNDS GLBL Blncd-F2 (GBLFX) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were Kelleher Financial Advisors ($74K) and Transce3nd, LLC ($43K).
- Company
- Amer FNDS GLBL Blncd-F2
- Filed as
- AMERICAN FUNDS GLOBAL BALANCED FUND CLASS F-2 (Q4 2025)
- CUSIP
- 02629W502
- 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: 84 shares bought and 1,334 shares sold, net −1,250 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Kelleher Financial Advisors | 0.02% | Add +4.8% | 1,840 | $74K |
| Transce3nd, LLC | 0.35% | Reduce -56.5% | 1,029 | $43K |
"% 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.