Amer FNDS GLBL Blncd-F2GBLFX
13F holders, Q1 2026 (March 31)2holders
0new positions
0sold out
$40.05avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding Amer FNDS GLBL Blncd-F2 (GBLFX) in their 13F filings, unchanged from Q4 2025. 0 opened new positions and 0 sold out. The largest holders were Kelleher Financial Advisors ($74K) and Transce3nd, LLC ($41K).
- Company
- Amer FNDS GLBL Blncd-F2
- Filed as
- AMERICAN FUNDS GLOBAL BALANCED FUND CLASS F-2 (Q1 2026)
- CUSIP
- 02629W502
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 9 shares bought and 12 shares sold, net −3 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Kelleher Financial Advisors | 0.02% | Add +0.5% | 1,849 | $74K |
| Transce3nd, LLC | 0.36% | Reduce -1.2% | 1,017 | $41K |
"% 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.