AMERICAN BALANCED FUND-F2 (AMBFX) Institutional Ownership Changes & 13F Activity
AMERICAN BALANCED FUND-F2 (AMBFX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Spirit Of America Management Corp/Ny, Kelleher Financial Advisors, Garton & Associates Financial Advisors Llc, Nbt Bank N A, and Mcilrath & Eck, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Kelleher Financial Advisors | Buy | +115,117 | +62.4% | 299,647 | $12.29M | Q2 2026 | Aug 06, 2026 |
| Nbt Bank N A | Buy | +40,065 | — | 40,065 | $1.64M | Q2 2026 | Jul 29, 2026 |
| Keystone Financial Group | Buy | +106 | +0.1% | 77,838 | $3.19M | Q2 2026 | Jul 29, 2026 |
| Spirit Of America Management Corp/Ny | Buy | +388,902 | +3021.3% | 401,774 | $9.87K | Q2 2026 | Jul 14, 2026 |
| Mcilrath & Eck, Llc | Sell | -4,046 | -100.0% | 0 | $0.00 | Q2 2026 | May 19, 2026 |
| Garton & Associates Financial Advisors Llc | Sell | -78,925 | -100.0% | 0 | $0.00 | Q2 2026 | May 11, 2026 |
| Richardson Financial Services Inc. | Sell | -586 | -100.0% | 0 | $0.00 | Q2 2026 | May 04, 2026 |
Frequently asked questions about AMBFX activity
Which institutional owners are buying AMBFX?
Institutional owners buying AMBFX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in AMBFX activity?
"Buy" means an investor increased their reported position in AMBFX compared to the prior reporting period. This reflects growing exposure to AMERICAN BALANCED FUND-F2 (AMBFX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AMBFX increasing?
Institutional interest in AMBFX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.