DOSSIER · 13F Holders · Q1 2026
PGEOX

GEORGE PUTNAM BALANCED FUND CL A M/F

1 institutions still hold GEORGE PUTNAM BALANCED FUND CL A M/F as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 37252M108·1 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$76
visible holders
Holders
1
filers reporting
Concentration
100.00%
McIlrath & Eck, LLC #1
top holder share
AI Holders Summary · Q1 2026

1 institutions reported PGEOX in Q1 2026. McIlrath & Eck, LLC leads at 100.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
McIlrath & Eck, LLC
CIK 0001701714
$7630.00%Q1 2026