AMERICAN BALANCED FUND-F2 (AMBFX) Institutional Ownership and Insiders Activity
AMERICAN BALANCED FUND-F2 (AMBFX) is widely held by institutional investors, with 6 firms reporting positions valued at approximately $17.41M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Kelleher Financial Advisors is the largest disclosed holder, reporting approximately $12.29M in AMBFX holdings in its latest filing.
Institutional ownership remains highly concentrated, with Kelleher Financial Advisors representing the majority of disclosed value.
Institutional Holders
6
Total Reported Value
$17.41M
Largest Holder
Kelleher Financial Advisors
Largest Position
$12.29M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
1
Funds Exiting Positions
3
Top Institutional Owners
View allInvestorReported Balance
- Kelleher Financial Advisors$12.29M
- Keystone Financial Group$3.19M
- Nbt Bank N A$1.64M
- Mcilrath & Eck, Llc$149,370
- Transce3Nd, Llc$130,642