AMERICAN FUNDS AMERICAN BALANCED F3 - EQUITY FUNDS

Historical Holders from Q2 2017 to Q3 2025

Type / Class
Equity / EQUITY FUNDS
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
60,696
Holdings value
$2,342,273
% of all portfolios
0%
Number of holders
3
Number of buys
3
Number of sells
-1
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 F3 - EQUITY FUNDS

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 60,696 $2,342,273 +$1,460,205 $38.6 3
2025 Q2 24,013 $880,184 -$492,029 $36.42 2
2025 Q1 38,257 $1,305,565 +$433,375 $34.13 4
2024 Q4 56,729 $1,946,728 +$146,776 $34.32 3
2024 Q3 52,313 $1,897,918 +$62,348 $36.28 3
2024 Q2 50,925 $1,758,715 +$472,529 $34.54 4
2024 Q1 37,239 $1,259,772 +$805,214 $33.83 3
2023 Q4 13,806 $441,380 +$219,937 $31.97 3
2023 Q3 328,917 $9,713,383 +$282,379 $29.53 2
2023 Q2 319,356 $9,740,000 +$465,199 $30.5 1
2023 Q1 304,103 $8,953,000 -$352,081 $29.44 1
2022 Q4 316,062 $9,087,000 +$168,422 $28.75 1
2022 Q3 310,204 $8,304,000 +$146,255 $26.77 1
2022 Q2 304,725 $8,703,000 +$1,419,454 $28.51 2
2022 Q1 255,025 $8,161,000 +$44,192 $32.72 2
2021 Q4 253,362 $8,475,000 +$355,495 $33.45 3
2021 Q3 242,734 $7,850,000 +$447,619 $32.34 2
2021 Q2 228,893 $7,469,000 +$1,028,565 $32.65 2
2021 Q1 197,371 $6,162,000 +$139,178 $31.21 2
2020 Q4 193,150 $5,829,000 +$100,618 $30.19 2
2020 Q3 189,816 $5,478,000 +$407,079 $28.87 2
2020 Q2 175,714 $4,887,000 +$110,804 $27.81 1
2020 Q1 171,730 $4,305,000 -$290,614 $25.07 1
2019 Q4 181,303 $5,165,000 +$63,045 $28.48 2
2019 Q3 162,061 $4,476,000 +$65,817 $27.62 1
2019 Q2 176,708 $4,827,000 +$97,771 $27.31 2
2019 Q1 173,129 $4,632,000 +$77,765 $26.77 2
2018 Q4 170,222 $4,237,000 +$494,571 $24.89 2
2018 Q3 150,353 $4,198,000 +$3,111,507 $27.92 2
2018 Q2 25,650 $696,000 -$60,808 $27.13 1
2018 Q1 41,157 $1,099,000 -$933 $26.7 2
2017 Q4 41,192 $1,118,000 -$2,121,198 $27.14 2
2017 Q3 119,331 $3,221,003 +$2,602,982 $26.99 3
2017 Q2 22,893 $599,000 +$599,000 $26.17 1