Vault-13

AMERICAN FUNDS AMERICAN BALANCED F2 AMBFX

MUTUAL FUND · Open-End Fund · CUSIP 024071821

5 institutional holders -2 vs Q1 2026
822,529822.5k shares reported held*
$17.3mreported value*
1 new 3 added 0 reduced 2 sold out net bought ≈ $3.1m (+464.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $20.98.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0258Q3 22: 1Q4 22: 1Q1 23: 2Q2 23: 3Q3 23: 4Q4 23: 2Q1 24: 2Q2 24: 4Q3 24: 3Q4 24: 3Q1 25: 3Q2 25: 4Q3 25: 5Q4 25: 6Q1 26: 7Q2 26: 55Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20221
Q4 20221
Q1 20232
Q2 20233
Q3 20234
Q4 20232
Q1 20242
Q2 20244
Q3 20243
Q4 20243
Q1 20253
Q2 20254
Q3 20255
Q4 20256
Q1 20267
Q2 20265

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
505Q3 24: 2 bought or addedQ3 24: 2 cut or sold outQ4 24: 2 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 2 bought or addedQ1 25: 2 cut or sold outQ2 25: 2 bought or addedQ2 25: 1 cut or sold outQ2 25Q3 25: 4 bought or addedQ3 25: 1 cut or sold outQ4 25: 3 bought or addedQ4 25: 3 cut or sold outQ4 25Q1 26: 5 bought or addedQ1 26: 2 cut or sold outQ2 26: 4 bought or addedQ2 26: 2 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202422
Q4 202421
Q1 202522
Q2 202521
Q3 202541
Q4 202533
Q1 202652
Q2 202642

Biggest buyers

SPIRIT OF AMERICA MANAGEMENT CORP/NY Added +388,902+388.9k
KELLEHER FINANCIAL ADVISORS Added +115,117+115.1k
NBT BANK, N.A. New +40,065+40.1k
Keystone Financial Group Added +106+106

Biggest sellers

Garton & Associates Financial Advisors LLC Sold out -78,925-78.9k
RICHARDSON FINANCIAL SERVICES INC. Sold out -586-586

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SPIRIT OF AMERICA MANAGEMENT CORP/NY 0.00% of their portfolio SYOSSET, NY 401,774401.8k $9.9k $9.9k 0.00% Added +388.9k +388,902
2 KELLEHER FINANCIAL ADVISORS 1.74% of their portfolio NEW YORK, NY 299,647299.6k $12.3m $12.3m 1.74% Added +115.1k +115,117
3 Keystone Financial Group 0.19% of their portfolio LEXINGTON, KY 77,83877.8k $3.2m $3.2m 0.19% Added +106 +106
4 NBT BANK, N.A. 0.11% of their portfolio NORWICH, NY 40,06540.1k $1.6m $1.6m 0.11% New
5 Transce3nd, LLC 1.15% of their portfolio BUDA, TX 3,2053.2k $130.6k $130.6k 1.15% Unchanged