Amer FNDS GLBL Blncd-F3GFBLX
13F holders, Q4 2025 (December 31)2holders
0new positions
1sold out
$39.62avg. 13F price*
At the end of Q4 2025, 2 institutions reported holding Amer FNDS GLBL Blncd-F3 (GFBLX) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 1 sold out. The largest holders were Garton & Associates Financial Advisors LLC ($42K) and Coston, McIsaac & Partners ($16K).
- Company
- Amer FNDS GLBL Blncd-F3
- Filed as
- AMERICAN FUNDS GLOBAL BALANCED F3 (Q4 2025)
- CUSIP
- 02629W775
- 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 | 1 | $36K |
All 13F filers, Q3 2025 → Q4 2025: 19 shares bought and 867 shares sold, net −848 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Garton & Associates Financial Advisors LLC | 0.02% | — | 1,044 | $42K |
| Coston, McIsaac & Partners | 0.00% | Add +4.7% | 421 | $16K |
"% 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.