Q1 2025 13F Holders as of 31 Mar 2025
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Type / Class
-
Equity / MUTUAL
-
Number of holders
-
6
-
Total 13F shares, excl. options
-
36,718
-
Shares change
-
+2,423
-
Total reported value, excl. options
-
$1,256,926
-
Value change
-
+$82,746
-
Number of buys
-
3
-
Number of sells
-
-1
-
Price
-
$34.15
Significant Holders of AMERICAN BALANCED FD - MUTUAL as of Q1 2025
7 filings reported holding 024071102 - AMERICAN BALANCED FD - MUTUAL as of Q1 2025.
AMERICAN BALANCED FD - MUTUAL has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 36,718 shares
.
Largest 7 shareholders include Ethos Financial Group, LLC (19,894 shares), TOWER BRIDGE ADVISORS (8,318 shares), Financial Gravity Asset Management, Inc. (4,704 shares), Brooklyn Investment Group (2,288 shares), Coston, McIsaac & Partners (1,107 shares), ORG Wealth Partners, LLC (407 shares), and Quest 10 Wealth Builders, Inc. (0 shares).
This table shows the top 6 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.