Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / Mutual Fund
-
Total 13F shares
-
209,893
-
Share change
-
+183,330
-
Total reported value
-
$7,896,400
-
Price per share
-
$38.58
-
Number of holders
-
5
-
Value change
-
+$6,867,221
-
Number of buys
-
4
-
Number of sells
-
1
Institutional Holders of American Funds American Balanced F2 - Mutual Fund as of Q3 2025
As of 30 Sep 2025 American Funds American Balanced F2 - Mutual Fund had 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 209,893 shares of stock of the company.
Largest 5 holders included KELLEHER FINANCIAL ADVISORS, SPIRIT OF AMERICA MANAGEMENT CORP/NY, FIRST MERCHANTS CORP, Transce3nd, LLC, and RICHARDSON FINANCIAL SERVICES INC..
This table shows 5 institutional shareholders of the security as of 30 Sep 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.