ABALX institutional holders
AMERICAN BALANCED FD · 13F, 2026Q2
| Managers holding | 5 |
|---|---|
| Shares held | 74,288 |
| Reported value | $3.0m |
| Quarter flows | 1 new, 2 added, 1 trimmed, 2 exited |
Top 5 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| NORTH STAR ASSET MANAGEMENT INC | 34,915 | $1.4m | 0.1% |
| Ethos Financial Group, LLC | 21,830 | $871,240 | 0.1% |
| Coston, McIsaac & Partners | 6,675 | $273,000 | 0.1% |
| NEVILLE RODIE & SHAW INC | 5,868 | $241,000 | 0.0% |
| Financial Gravity Companies, Inc. | 5,000 | $205,213 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("ABALX"). ABALX price history · All 13F data