Q3 2024 13F Holders as of 30 Sep 2024
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Type / Class
-
Equity / Mutual Fund
-
Number of holders
-
3
-
Total 13F shares, excl. options
-
22,081
-
Shares change
-
-81
-
Total reported value, excl. options
-
$800,003
-
Value change
-
-$3,353
-
Number of buys
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2
-
Number of sells
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-2
-
Price
-
$36.27
Significant Holders of American Funds American Balanced F2 - Mutual Fund as of Q3 2024
4 filings reported holding 024071821 - American Funds American Balanced F2 - Mutual Fund as of Q3 2024.
American Funds American Balanced F2 - Mutual Fund has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 22,081 shares
.
Largest 4 shareholders include SPIRIT OF AMERICA MANAGEMENT CORP/NY (19,312 shares), TUCKER ASSET MANAGEMENT LLC (1,819 shares), RICHARDSON FINANCIAL SERVICES INC. (950 shares), and ORG Partners LLC (0 shares).
This table shows the top 3 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.