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American Balanced Fund (ABALX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Coston, McIsaac & Partners
UNCHANGED
Shares6,675 from 6,675
Change0 (0%)
Value$265.4K (-$7.6K)
Filed 2026-11-06
Neville Rodie & Shaw Inc
INCREASED
Shares5,884 from 5,868
Change+16 (+0%)
Value$234.0K (+$233.8K)
Filed 2026-10-05
North Star Asset Management Inc
N/A
Shares— from 34,915
Change-34,915 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 21,830
Change-21,830 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Status
Coston, McIsaac & Partners
UNCHANGED6,6756,67500%$273.0K$265.4K-$7.6K2026-11-06
Neville Rodie & Shaw Inc
INCREASED5,8845,868+16+0%$241$234.0K+$233.8K2026-10-05
North Star Asset Management Inc
N/A—34,915-34,915-100%$1.4M———
Ethos Financial Group, LLC
N/A—21,830-21,830-100%$871.2K———
Financial Gravity Companies, Inc.
N/A—5,000-5,000-100%$205.2K———
Showing 5 of 5 institutions