AMBFX institutional holders
AMERICAN BALANCED FUND CLASS F2 · 13F, 2026Q2
| Managers holding | 5 |
|---|---|
| Shares held | 822,529 |
| Reported value | $33.7m |
| Quarter flows | 1 new, 3 added, 0 trimmed, 3 exited |
Top 5 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 401,774 | $16.5m | 1.7% |
| KELLEHER FINANCIAL ADVISORS | 299,647 | $12.3m | 1.7% |
| Keystone Financial Group | 77,838 | $3.2m | 0.2% |
| NBT BANK, N.A. | 40,065 | $1.6m | 0.1% |
| Transce3nd, LLC | 3,205 | $130,642 | 1.2% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("AMBFX"). AMBFX price history · All 13F data