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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Keystone Financial Group | History | No change | 77,838 | 3,191 | 0.19% | 0.19% | 1 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NBT BANK, N.A. | History | Reduced | 13,232 | 527 | 0.04% | 0.11% | 2 | -26,833 | -66.97% | Q3 2026 | Oct 21, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 9,903 | 398 | 0.07% | 0.0% | 3 | -391,871 | -97.54% | Q3 2026 | Oct 14, 2026 |
| Transce3nd, LLC | History | Added to | 3,362 | 135 | 0.13% | 1.15% | 4 | +157 | 4.9% | Q3 2026 | Oct 26, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 1.74% | — | -299,647 | -100.0% | Q3 2026 | Oct 30, 2026 |