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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 12,872 | 495 | 0.1% | 0.11% | 1 | -1,063 | -7.63% | Q1 2026 | Apr 15, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 1.59% | — | -184,783 | -100.0% | Q4 2025 | Jan 20, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 1.5% | — | -71,628 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Transce3nd, LLC | History | Closed out | 0 | 0 | — | 0.99% | — | -3,194 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Motiv8 Investments LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -982 | -100.0% | Q4 2025 | Feb 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -584 | -100.0% | Q4 2025 | Jan 22, 2026 |