DOSSIER · 13F Holders · Q1 2026
RLBAX

AMERICAN BALANCED FUND CLASS R1

1 institutions still hold AMERICAN BALANCED FUND CLASS R1 as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 024071870·1 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$221K
visible holders
Holders
1
filers reporting
Concentration
100.00%
KELLEHER FINANCIAL ADVISORS #1
top holder share
AI Holders Summary · Q1 2026

Kelleher Financial Advisors holds the only reported institutional position in RLBAX at $221,495 as of Q1 2026. With no other filers disclosing exposure, this share class remains at an early stage of institutional penetration.

RLBAX recorded a single institutional position in Q1 2026 (2026-03-31 filing):

HolderValue
Kelleher Financial Advisors$221,495
Analysis generated by 13F Insight from SEC Form 13F filing data · Q1 2026. Methodology

Top holders

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

#HolderValueShares% port.Quarter
01
KELLEHER FINANCIAL ADVISORS
CIK 0001507971
$221K6K0.06%Q1 2026