Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / CL A
-
Total 13F shares
-
56,064
-
Share change
-
+19,346
-
Total reported value
-
$2,056,209
-
Price per share
-
$36.69
-
Number of holders
-
8
-
Value change
-
+$710,853
-
Number of buys
-
7
-
Number of sells
-
2
Institutional Holders of AMERICAN BALANCED FD - CL A as of Q2 2025
As of 30 Jun 2025 AMERICAN BALANCED FD - CL A had 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 56,064 shares of stock of the company.
Largest 8 holders included Ethos Financial Group, LLC, TOWER BRIDGE ADVISORS, RiverFront Investment Group, LLC, NEVILLE RODIE & SHAW INC, Financial Gravity Companies, Inc., Brooklyn Investment Group, Luminist Capital LLC, and Coston, McIsaac & Partners.
This table shows 8 institutional shareholders of the security as of 30 Jun 2025.
| 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.