AMERICAN BALANCED FUND - AMBFX
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 | Reduced | 184,530 | 6,812 | 1.72% | 1.59% | 1 | -253 | -0.14% | Q1 2026 | May 08, 2026 |
| Keystone Financial Group | History | New | 77,732 | 3,073 | 0.21% | — | 2 | +77,732 | New | Q1 2026 | May 13, 2026 |
| Garton & Associates Financial Advisors LLC | History | Added to | 78,925 | 2,913 | 2.38% | 1.5% | 3 | +7,297 | 10.19% | Q1 2026 | May 11, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 12,872 | 495 | 0.1% | 0.11% | 4 | -1,063 | -7.63% | Q1 2026 | Apr 15, 2026 |
| McIlrath & Eck, LLC | History | New | 4,046 | 149 | 0.01% | — | 5 | +4,046 | New | Q1 2026 | May 19, 2026 |
| Transce3nd, LLC | History | Added to | 3,205 | 118 | 1.05% | 0.99% | 6 | +11 | 0.34% | Q1 2026 | May 07, 2026 |
| Motiv8 Investments LLC | History | No change | 982 | 37 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 586 | 21 | 0.01% | 0.0% | 8 | +2 | 0.34% | Q1 2026 | May 01, 2026 |