American Funds American Balanced F2 - Mutual Fund

Historical Holders from Q1 2014 to Q3 2025

Type / Class
Equity / Mutual Fund
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
209,893
Holdings value
$7,896,400
% of all portfolios
0%
Number of holders
5
Number of buys
4
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 F2 - Mutual Fund

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 209,893 $7,896,400 +$6,867,221 $38.58 5
2025 Q2 26,563 $979,092 -$44,965 $36.67 4
2025 Q1 27,780 $947,875 +$208,856 $34.12 3
2024 Q4 27,802 $953,891 +$196,281 $34.31 3
2024 Q3 22,081 $800,003 -$3,353 $36.27 3
2024 Q2 22,162 $765,222 +$167,325 $34.53 4
2024 Q1 2,099 $69,268 -$22,720 $32 2
2023 Q4 19,161 $612,370 -$23,314,234 $31.96 2
2023 Q3 773,666 $23,448,795 +$20,375,911 $29.93 4
2023 Q2 101,681 $3,087,238 +$1,730,265 $30.49 3
2023 Q1 44,932 $1,323,156 +$545,308 $29.45 2
2022 Q4 26,409 $759,000 +$4,397 $28.74 1
2022 Q3 26,256 $703,000 -$5,998 $26.77 1
2022 Q2 26,480 $756,000 -$170,671 $28.55 1
2022 Q1 32,458 $1,038,000 -$127,607 $31.98 1
2021 Q4 36,160 $1,208,000 +$440,773 $33.4 3
2021 Q3 22,965 $742,573 -$396,882 $32.38 2
2021 Q2 35,187 $1,148,000 +$208,483 $32.62 2
2021 Q1 28,795 $899,000 +$3,309 $31.22 1
2020 Q4 28,689 $866,000 +$27,077 $30.19 1
2020 Q3 27,792 $802,000 +$3,174 $28.86 1
2020 Q2 27,682 $770,000 +$7,204 $27.82 1
2020 Q1 27,423 $687,000 +$3,332 $25.05 1
2019 Q4 27,290 $777,000 -$509,386 $28.47 1
2019 Q3 45,748 $1,263,000 +$39,617 $27.61 2
2019 Q2 44,314 $1,211,000 -$1,576,249 $27.33 2
2019 Q1 102,431 $2,760,000 +$3,398 $26.77 3
2018 Q4 48,075 $1,196,000 -$228,104 $24.88 2
2018 Q3 57,241 $1,597,000 +$315,112 $27.9 2
2018 Q2 45,938 $1,246,000 +$491,912 $27.12 1
2018 Q1 27,802 $742,000 +$322,053 $26.69 1
2017 Q4 15,735 $427,000 +$83,929 $27.14 1
2017 Q3 12,669 $342,000 -$2,386,343 $26.99 2
2017 Q2 103,981 $2,719,000 +$18,696 $26.15 2
2017 Q1 130,916 $3,369,711 +$351,014 $25.74 3
2016 Q4 117,280 $2,908,025 +$62,239 $24.79 3
2016 Q3 114,770 $2,863,511 -$678,942,476 $24.95 3
2016 Q2 66,076 $681,793,148 +$555,881,214 $24.63 3
2016 Q1 38,156 $921,056 +$2,896 $24.14 2
2015 Q4 43,110 $121,760,817 +$121,132,197 $23.82 3
2015 Q3 26,390 $622,280 +$1,486 $23.58 1
2015 Q2 26,327 $646,321 -$2,467,158 $24.55 1
2015 Q1 126,069 $3,119,281 +$979,136 $24.74 2
2014 Q4 86,493 $2,139,833 +$183,966 $24.74 1
2014 Q3 79,057 $2,011,198 +$193,317 $25.44 1
2014 Q2 71,458 $1,813,614 -$9,340 $25.38 1
2014 Q1 102,355 $2,525,796 +$1,331 $24.69 2