AFMBX AMERICAN BALANCED FUND-F3
FollowEQUITY FUNDS (fund)
4 managers (4 13F filers) reported a position in AFMBX shares at 2025-03-31, 38,257 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 4
- 13F filers
- 4
- New
- 2
- Added
- 2
- Reduced
- 0
- Sold out
- 1
- Shares held by filers
- 38,257
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| RiverFront Investment Group, LLC | 25,549 | $872K | 0.02% | +753 | 13F-HRTimeline |
| Kohmann Bosshard Financial Services, LLC | 9,557 | $326K | 0.04% | new | 13F-HRTimeline |
| Vermillion Wealth Management, Inc. | 2,384 | $81.4K | 0.02% | new | 13F-HRTimeline |
| Coston, McIsaac & Partners | 767 | $26K | 0.01% | +3 | 13F-HRTimeline |