AMERICAN BALANCED FUND - ABALX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 34,915 | 1,432 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Ethos Financial Group, LLC | History | No change | 21,830 | 871 | 0.06% | 0.06% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Coston, McIsaac & Partners | History | No change | 6,675 | 273 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEVILLE RODIE & SHAW INC | History | Added to | 5,884 | 234 | 0.02% | 0.02% | 4 | +16 | 0.27% | Q3 2026 | Oct 05, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 5,000 | 205 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |