AMERICAN BALANCED FUND - AMBFX
Sector:
Funds
· Industry:
ETF / Fund
Website:
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Company profile
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Quarter snapshot
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Q1 2026
· Q4 2025
Value (USD)
Total reported value ($000)
$13.62M
QoQ value delta ($000)
+$3.311M
(+32.12%)
Implied price effect (QoQ)
+0.17%
Shares
Total shares
362,878
QoQ shares delta
+87,772
(+31.9%)
Total shares held by funds (by quarter)
Market chart (AMBFX)
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Top holders (Q1 2026)
Top 25 only
Full list
Partial Q1 2026 data: 7 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 | 6,812 | 184,530 | 1.72% |
| Keystone Financial Group | 3,073 | 77,732 | 0.21% |
| Garton & Associates Financial Advisors LLC | 2,913 | 78,925 | 2.38% |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 495 | 12,872 | 0.1% |
| McIlrath & Eck, LLC | 149 | 4,046 | 0.01% |
| Transce3nd, LLC | 118 | 3,205 | 1.05% |
| Motiv8 Investments LLC | 37 | 982 | 0.02% |
| RICHARDSON FINANCIAL SERVICES INC. | 21 | 586 | 0.01% |