American Balanced Fund-R1RLBAX
13F holders, Q4 2025 (December 31)1holders
0new positions
0sold out
$37.11avg. 13F price*
At the end of Q4 2025, 1 institutions reported holding American Balanced Fund-R1 (RLBAX) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holder was Kelleher Financial Advisors ($224K).
- Company
- American Balanced Fund-R1
- CUSIP
- 024071870
- 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: 385 shares bought, net +385 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Kelleher Financial Advisors | 0.05% | Add +6.8% | 6,049 | $224K |
"% of holder's portfolio" is RLBAX's weight in each manager's 13F, not the share of American Balanced Fund-R1 the manager owns.