AMBFX AMERICAN BALANCED FUND-F2
FollowMutual Fund (fund)
7 managers (7 13F filers) reported a position in AMBFX shares at 2026-03-31, 361,896 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 2
- Added
- 3
- Reduced
- 2
- Sold out
- 0
- Shares held by filers
- 361,896
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 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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 |
|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 184,530 | $6.81M | 1.72% | -253 | 13F-HRTimeline |
| Keystone Financial Group | 77,732 | $3.07M | 0.21% | new | 13F-HRTimeline |
| Garton & Associates Financial Advisors … | 78,925 | $2.91M | 2.38% | +7,297 | 13F-HRTimeline |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 12,872 | $495K | 0.1% | -1,063 | 13F-HRTimeline |
| McIlrath & Eck, LLC | 4,046 | $149K | 0.01% | new | 13F-HRTimeline |
| Transce3nd, LLC | 3,205 | $118K | 1.05% | +11 | 13F-HRTimeline |
| RICHARDSON FINANCIAL SERVICES INC. | 586 | $21.6K | 0.01% | +2 | 13F-HRTimeline |