American Balanced Fund-R1RLBAX

13F holders, Q1 2026 (March 31)
1holders
0new positions
0sold out
$36.58avg. 13F price*

At the end of Q1 2026, 1 institutions reported holding American Balanced Fund-R1 (RLBAX) in their 13F filings, unchanged from Q4 2025. 0 opened new positions and 0 sold out. The largest holder was Kelleher Financial Advisors ($221K).

Company
American Balanced Fund-R1
CUSIP
024071870
Latest filing quarter
Q2 2026

History

Number of 13F holders

01 Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q4 2025 → Q1 2026: 6 shares bought, net +6 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Kelleher Financial Advisors 0.06% Add +0.1% 6,055 $221K

"% of holder's portfolio" is RLBAX's weight in each manager's 13F, not the share of American Balanced Fund-R1 the manager owns.