AMERICAN BALANCED FUND - AMBFX
Sector:
Funds
· Industry:
ETF / Fund
Website:
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· Social:
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Company profile
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Quarter snapshot
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Q2 2026
· Q1 2026
Value (USD)
Total reported value ($000)
$17.41M
QoQ value delta ($000)
+$3.825M
(+28.16%)
Implied price effect (QoQ)
-43.89%
Shares
Total shares
826,575
QoQ shares delta
+464,679
(+128.4%)
Total shares held by funds (by quarter)
Market chart (AMBFX)
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Top holders (Q2 2026)
Top 25 only
Full list
Partial Q2 2026 data: 5 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 12,285 | 299,647 | 1.74% |
| Keystone Financial Group | 3,191 | 77,838 | 0.19% |
| NBT BANK, N.A. | 1,642 | 40,065 | 0.11% |
| McIlrath & Eck, LLC | 149 | 4,046 | 0.01% |
| Transce3nd, LLC | 130 | 3,205 | 1.15% |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 9 | 401,774 | 0.0% |