SEC 13F Intelligence

ABALXAMERICAN FUNDS AMERICAN BALANCED A

CUSIP 024071102 · Yahoo Finance ↗ · Google Finance ↗

American Funds American Balanced A (ABALX) has 6 institutional holders in Filings Flow’s 13F database, together reporting 76.0K shares worth $2M as of Q1 2026. The largest reported holders are North Star Asset Management Inc, Ethos Financial Group, LLC, and Tower Bridge Advisors.

Institutional Holders
6
Q1 2026
Reported Value
$2M
Ticker
ABALX
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 3Q4 ’18Q1 ’19: 3Q2 ’19: 4Q2 ’19Q3 ’19: 3Q2 ’21: 1Q2 ’21Q4 ’21: 2Q4 ’22: 5Q4 ’22Q4 ’25: 6Q1 ’26: 6Q1 ’26Q2 ’26: 1filingsflow.com
Total reported value
Q4 ’18: $698,000Q4 ’18Q1 ’19: $465,000Q2 ’19: $492,000Q2 ’19Q3 ’19: $374MQ2 ’21: $234MQ2 ’21Q4 ’21: $247MQ4 ’22: $840,532Q4 ’22Q4 ’25: $2MQ1 ’26: $2MQ1 ’26Q2 ’26: $241filingsflow.com

Holders

Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
Ethos Financial Group, LLC$1.4B AUM0.06%$795,26121.5KQ1 2026OLDER
NORTH STAR ASSET MANAGEMENT INC$2.3B AUM0.06%$1M34.9KQ1 2026OLDER
TOWER BRIDGE ADVISORS$1.0B AUM0.03%$337,3049.0KQ4 2025OLDER
Financial Gravity Asset Management, Inc.$562M AUM0.03%$184,8125.0KQ1 2026OLDER
FULTON BANK, N.A.$3.3B AUM0.01%$208,8005.4KQ3 2025OLDER
McIlrath & Eck, LLC$1.3B AUM0.01%$71,0151.9KQ1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.