Amer FNDS GLBL Blncd-F3GFBLX
13F holders, Q2 2026 (June 30)2holders +1
1new positions
0sold out
$42.23avg. 13F price*
At the end of Q2 2026, 2 institutions reported holding Amer FNDS GLBL Blncd-F3 (GFBLX) in their 13F filings, up 1 from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Vermillion Wealth Management, Inc. ($39K) and Coston, McIsaac & Partners ($18K).
- Company
- Amer FNDS GLBL Blncd-F3
- Filed as
- AMERICAN FDS GLOBAL BALANCED F-3 (Q2 2026)
- CUSIP
- 02629W775
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $39K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 921 shares bought, net +921 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Vermillion Wealth Management, Inc. | 0.01% | New | 919 | $39K |
| Coston, McIsaac & Partners | 0.00% | Add +0.5% | 426 | $18K |
"% of holder's portfolio" is GFBLX's weight in each manager's 13F, not the share of Amer FNDS GLBL Blncd-F3 the manager owns.