Amer FNDS GLBL Blncd-F3GFBLX
13F holders, Q1 2025 (March 31)2holders +1
1new positions
0sold out
$36.56avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Amer FNDS GLBL Blncd-F3 (GFBLX) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Vermillion Wealth Management, Inc. ($32K) and Coston, McIsaac & Partners ($14K).
- Company
- Amer FNDS GLBL Blncd-F3
- Filed as
- AMERICAN FUNDS GLOBAL BALANCED F3 (Q1 2025)
- CUSIP
- 02629W775
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $32K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 856 shares bought, net +856 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Vermillion Wealth Management, Inc. | 0.01% | New | 854 | $32K |
| Coston, McIsaac & Partners | 0.00% | Add +0.5% | 396 | $14K |
"% 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.