DOSSIER · 13F Holders · Q2 2026
ABALX

AMERICAN BALANCED FD

8 institutions still hold AMERICAN BALANCED FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 024071102·8 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$3M
visible holders
Holders
8
filers reporting
Concentration
46.76%
NORTH STAR ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

8 institutions reported ABALX in Q2 2026. NORTH STAR ASSET MANAGEMENT INC leads at 46.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
NORTH STAR ASSET MANAGEMENT INC
CIK 0001056559
$1M35K0.06%Q2 2026
02
Ethos Financial Group, LLC
CIK 0001954242
$871K22K0.06%Q2 2026
03
NEVILLE RODIE & SHAW INC
CIK 0000071210
$241K6K0.02%Q2 2026
04
Financial Gravity Companies, Inc.
CIK 0001377167
$205K5K0.03%Q2 2026
05
Financial Gravity Asset Management, Inc.
CIK 0001741736
$185K5K0.03%Q1 2026
06
McIlrath & Eck, LLC
CIK 0001701714
$71K2K0.01%Q1 2026
07
Coston, McIsaac & Partners
CIK 0001945037
$43K1K0.01%Q4 2025
08
Motiv8 Investments LLC
CIK 0002024873
$15K3950.01%Q4 2025