DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
AMBFX
AMERICAN BALANCED FD SHS F-2 CL
8 institutions still hold AMERICAN BALANCED FD SHS F-2 CL as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 024071821·8 13F holders·last filed Mar 31, 2026
AI Holders Summary · Q1 2026
8 institutions reported AMBFX in Q1 2026. KELLEHER FINANCIAL ADVISORS leads at 50.1% of the visible book. -49 net institutions QoQ — distribution reading.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.