AMBFX AMERICAN BALANCED FUND-F2
FollowMutual Fund (fund)
5 managers (5 13F filers) reported a position in AMBFX shares at 2026-06-30, 822,529 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 5
- 13F filers
- 5
- New
- 1
- Added
- 3
- Reduced
- 0
- Sold out
- 2
- Shares held by filers
- 822,529
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, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, 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 |
|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 299,647 | $12.3M | 1.74% | +115,117 | 13F-HRTimeline |
| Keystone Financial Group | 77,838 | $3.19M | 0.19% | +106 | 13F-HRTimeline |
| NBT BANK, N.A.in group NBT BANK, N.A. | 40,065 | $1.64M | 0.11% | new | 13F-HRTimelineGroup |
| Transce3nd, LLC | 3,205 | $131K | 1.15% | 0 | 13F-HRTimeline |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 401,774 | $9.87K | <0.01% | +388,902 | 13F-HRTimeline |