DOSSIER · 13F Holders · Q2 2026
AMBFX

AMERICAN BALANCED FD SHS F-2 CL

7 institutions still hold AMERICAN BALANCED FD SHS F-2 CL as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 024071821·7 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$17M
visible holders
Holders
7
filers reporting
Concentration
70.42%
KELLEHER FINANCIAL ADVISORS #1
top holder share
AI Holders Summary · Q2 2026

7 institutions reported AMBFX in Q2 2026. KELLEHER FINANCIAL ADVISORS leads at 70.4% 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
$12M300K1.74%Q2 2026
02
Keystone Financial Group
CIK 0001729299
$3M78K0.19%Q2 2026
03
NBT BANK N A /NY
CIK 0000898413
$2M40K0.11%Q2 2026
04
McIlrath & Eck, LLC
CIK 0001701714
$149K4K0.01%Q1 2026
05
Transce3nd, LLC
CIK 0002023570
$131K3K1.15%Q2 2026
06
Motiv8 Investments LLC
CIK 0002024873
$37K9820.02%Q4 2025
07
SPIRIT OF AMERICA MANAGEMENT CORP/NY
CIK 0001041283
$10K402K0.00%Q2 2026