AMBFX AMERICAN BALANCED FUND-F2
FollowMutual Fund (fund)
6 managers (6 13F filers) reported a position in AMBFX shares at 2025-12-31, 275,106 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 1
- Added
- 2
- Reduced
- 2
- Sold out
- 1
- Shares held by filers
- 275,106
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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 |
|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 184,783 | $6.92M | 1.59% | +7,800 | 13F-HRTimeline |
| Garton & Associates Financial Advisors … | 71,628 | $2.68M | 1.5% | 13F-HRTimeline | |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 13,935 | $535K | 0.11% | -6,053 | 13F-HRTimeline |
| Transce3nd, LLC | 3,194 | $123K | 1% | -2,976 | 13F-HRTimeline |
| Motiv8 Investments LLC | 982 | $37K | 0.02% | new | 13F-HRTimeline |
| RICHARDSON FINANCIAL SERVICES INC. | 584 | $11.7K | <0.01% | +39 | 13F-HRTimeline |