AMERICAN FUNDS AMERICAN BALANCED A - LOAD EQUITY FUND

Historical Holders from Q1 2014 to Q3 2025

Type / Class
Equity / LOAD EQUITY FUND
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
56,318
Holdings value
$2,146,231
% of all portfolios
0%
Number of holders
7
Number of buys
6
Number of sells
-2
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of AMERICAN FUNDS AMERICAN BALANCED A - LOAD EQUITY FUND

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 56,318 $2,146,231 +$17,915 $38.61 7
2025 Q2 56,064 $2,056,209 +$710,853 $36.69 8
2025 Q1 36,718 $1,256,926 +$82,746 $34.15 6
2024 Q4 37,865 $1,300,263 +$165,289 $34.34 6
2024 Q3 32,711 $1,187,189 -$151,488 $36.3 5
2024 Q2 51,119 $1,766,450 -$377,335 $34.56 9
2024 Q1 55,327 $1,864,057 +$34,060 $33.85 7
2023 Q4 62,268 $1,991,954 +$864,050 $31.99 10
2023 Q3 23,935 $706,819 +$79,839 $29.54 6
2023 Q2 21,079 $643,177 -$669,366 $30.18 4
2023 Q1 43,783 $1,289,703 +$272,111 $29.46 6
2022 Q4 52,167 $1,001,371 -$16,107 $28.76 5
2022 Q3 23,292 $622,866 -$92,588 $26.77 4
2022 Q2 26,683 $761,754 +$550,057 $28.55 3
2022 Q1 7,410 $237,254 -$26,232 $32.02 1
2021 Q4 8,200 $274,195 -$511,938 $33.32 2
2021 Q3 24,033 $778,187 +$680 $32.37 2
2021 Q2 7,154 $233,566 +$1,992 $32.65 1
2021 Q1 7,093 $221,525 +$687 $31.23 1
2020 Q4 7,071 $213,533 +$213,533 $30.2 1
2020 Q3 0 $0 -$16,136 0
2020 Q2 580 $16,136 -$431,864 $27.82 1
2020 Q1 15,926 $448,000 -$467,461 $26.73 2
2019 Q4 32,341 $920,611 +$331,821 $28.46 4
2019 Q3 19,056 $534,346 +$85,482 $27.42 3
2019 Q2 18,017 $492,000 -$26,661 $27.33 4
2019 Q1 18,992 $509,000 -$242,945 $26.83 4
2018 Q4 28,789 $715,000 +$92,821 $24.87 4
2018 Q3 23,669 $659,000 -$301,000 $27.82 4
2018 Q2 35,055 $952,000 -$112,529 $27.16 2
2018 Q1 39,228 $1,049,000 -$814,903 $26.73 3
2017 Q4 69,268 $1,879,000 +$90,338 $27.13 6
2017 Q3 65,939 $1,780,000 +$165,951 $26.98 5
2017 Q2 73,211 $1,911,445 -$284,941 $26.14 6
2017 Q1 89,928 $2,315,438 +$323,578 $25.75 11
2016 Q4 77,616 $1,924,406 +$72,329 $24.8 7
2016 Q3 74,651 $1,863,062 -$448,148 $24.96 7
2016 Q2 92,800 $2,285,458 +$255,732 $24.63 9
2016 Q1 80,267 $1,937,996 -$56,095 $24.14 6
2015 Q4 84,769 $2,019,772 +$62,315 $23.83 10
2015 Q3 75,927 $1,790,927 +$239,554 $23.59 7
2015 Q2 65,382 $1,606,230 -$26,374 $24.57 5
2015 Q1 66,398 $1,642,191 -$1,757,986 $24.73 6
2014 Q4 51,736 $3,401,000 +$1,805,269 $24.75 4
2014 Q3 64,067 $1,630,000 +$370,010 $25.44 4
2014 Q2 49,534 $1,258,000 -$440,336 $25.42 3
2014 Q1 73,168 $1,804,191 -$458,407 $24.65 5