Who owns American Balanced Fund Class F-2 Shs?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AMBFX from SEC Form 13F filings across 5 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 5 institutions disclosed 822,529 shares of American Balanced Fund Class F-2 Shs worth $17.3M — about 0% of shares outstanding; the largest disclosed holder is SPIRIT OF AMERICA MANAGEMENT CORP/NY. Source: SEC Form 13F filings, parsed by EvidInvest.
5
13F holders
$17.3M
value, 2026 filers
0%
of shares outstanding (822,529 sh)
1
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of AMBFX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 401,774 | $9,867 | 0.0% | 0% | +3021.3% |
| 2 | KELLEHER FINANCIAL ADVISORS | 299,647 | $12.3M | 1.7% | 0% | +62.4% |
| 3 | Keystone Financial Group | 77,838 | $3.2M | 0.2% | 0% | +0.1% |
| 4 | NBT BANK, N.A.NEW | 40,065 | $1.6M | 0.1% | 0% | new |
| 5 | Transce3nd, LLC | 3,205 | $130,642 | 1.2% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.