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 | Added to | 299,647 | 12,285 | 1.74% | 1.72% | 1 | +115,117 | 62.38% | Q2 2026 | Aug 06, 2026 |
| Keystone Financial Group | History | Added to | 77,838 | 3,191 | 0.19% | 0.21% | 2 | +106 | 0.14% | Q2 2026 | Jul 29, 2026 |
| NBT BANK, N.A. | History | New | 40,065 | 1,642 | 0.11% | — | 3 | +40,065 | New | Q2 2026 | Jul 29, 2026 |
| McIlrath & Eck, LLC | History | No change | 4,046 | 149 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Transce3nd, LLC | History | No change | 3,205 | 130 | 1.15% | 1.05% | 5 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Added to | 401,774 | 9 | 0.0% | 0.1% | 6 | +388,902 | 3021.3% | Q2 2026 | Jul 14, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 2.38% | — | -78,925 | -100.0% | Q2 2026 | Aug 11, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -586 | -100.0% | Q2 2026 | Aug 10, 2026 |