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American Balanced Fund-529A (CLBAX)
Q1 2026 vs Q2 2026
Comparing institutional holders between quarters
Quarters
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
All
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
0
New
0
Closed
0
Increased
1
Decreased
0
Unchanged
0
No Data
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Q2 2026 shares — high to low
Q2 2026 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q2 2026 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Jackson Wealth Management, LLC
DECREASED
Shares
5,588
from 9,198
Change
-3,610
(-39%)
Value
$229.0K
(-$110.0K)
Filed 2026-08-20
Institution
Status
Q2 2026 ↓
Q1 2026
Change
% Change
Q1 2026 Value
Q2 2026 Value
Value Change
Filed
Jackson Wealth Management, LLC
DECREASED
5,588
9,198
-3,610
-39%
$339.0K
$229.0K
-$110.0K
2026-08-20
Showing 1 of 1 institutions