DOSSIER · 13F Holders · Q2 2026
GBLFX

AMERICAN FUNDS GLOBAL BALANCED FUND CLASS F-2

2 institutions still hold AMERICAN FUNDS GLOBAL BALANCED FUND CLASS F-2 as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02629W502·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$184K
visible holders
Holders
2
filers reporting
Concentration
85.26%
KELLEHER FINANCIAL ADVISORS #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported GBLFX in Q2 2026. KELLEHER FINANCIAL ADVISORS leads at 85.3% 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
$157K4K0.02%Q2 2026
02
Transce3nd, LLC
CIK 0002023570
$27K6400.24%Q2 2026