AMBFX AMERICAN BALANCED FUND-F2
FollowMutual Fund (fund)
5 managers (5 13F filers) reported a position in AMBFX shares at 2025-09-30, 209,893 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 5
- 13F filers
- 5
- New
- 2
- Added
- 2
- Reduced
- 0
- Sold out
- 1
- Shares held by filers
- 209,893
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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 | 176,983 | $6.83M | 1.71% | new | 13F-HRTimeline |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 19,988 | $776K | 0.16% | +176 | 13F-HRTimeline |
| FIRST MERCHANTS CORP | 6,207 | $239K | 0.01% | 0 | 13F-HRTimeline |
| Transce3nd, LLC | 6,170 | $32.3K | 0.29% | new | 13F-HRTimeline |
| RICHARDSON FINANCIAL SERVICES INC. | 545 | $21K | 0.01% | +2 | 13F-HRTimeline |