DOSSIER · 13F Holders · Q2 2026
AFMBX

AMERICAN BALANCED FD

3 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 024071771·3 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$4M
visible holders
Holders
3
filers reporting
Concentration
96.40%
KELLEHER FINANCIAL ADVISORS #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported AFMBX in Q2 2026. KELLEHER FINANCIAL ADVISORS leads at 96.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
KELLEHER FINANCIAL ADVISORS
CIK 0001507971
$4M90K0.52%Q2 2026
02
Vermillion Wealth Management, Inc.
CIK 0001737012
$107K3K0.03%Q2 2026
03
Coston, McIsaac & Partners
CIK 0001945037
$31K8320.01%Q4 2025