American Fds American Balanced (AFMBX) institutional ownership
AMERICAN FDS AMERICAN BALANCED F-3 · 13F, 2026Q2
| Managers holding | 3 |
|---|---|
| Shares held | 93,330 |
| Reported value | $3.8m |
| Quarter flows | 1 new, 2 added, 0 trimmed, 0 exited |
Top 3 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 89,888 | $3.7m | 0.5% |
| Vermillion Wealth Management, Inc. | 2,604 | $106,793 | 0.0% |
| Coston, McIsaac & Partners | 838 | $34,000 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("AFMBX"). AFMBX price history · All 13F data