AMERICAN BALANCED FUND - AFMBX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | History | Added to | 89,888 | 3,687 | 0.52% | 0.5% | 1 | +36,779 | 69.25% | Q2 2026 | Aug 06, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 2,604 | 106 | 0.02% | — | 2 | +2,604 | New | Q2 2026 | Jul 15, 2026 |
| Coston, McIsaac & Partners | History | Added to | 838 | 34 | 0.01% | 0.01% | 3 | +3 | 0.36% | Q2 2026 | Aug 12, 2026 |