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American Balanced Fund-F2 (AMBFX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
NBT Bank, N.A.
DECREASED
Shares13,232 from 40,065
Change-26,833 (-67%)
Value$527.4K (-$1.1M)
Filed 2026-10-21
Spirit of America Management Corp
DECREASED
Shares9,903 from 401,774
Change-391,871 (-98%)
Value$398.1K (+$388.2K)
Filed 2026-10-14
Transce3nd, LLC
INCREASED
Shares3,362 from 3,205
Change+157 (+5%)
Value$135.5K (+$4.9K)
Filed 2026-10-26
Kelleher Financial Advisors
CLOSED
Shares0 from 299,647
Change-299,647 (-100%)
Value$0 (-$12.3M)
Filed 2026-10-30
Keystone Financial Group
N/A
Shares— from 77,838
Change-77,838 (-100%)
Value—
Status
NBT Bank, N.A.
DECREASED13,23240,065-26,833-67%$1.6M$527.4K-$1.1M2026-10-21
Spirit of America Management Corp
DECREASED9,903401,774-391,871-98%$9.9K$398.1K+$388.2K2026-10-14
Transce3nd, LLC
INCREASED3,3623,205+157+5%$130.6K$135.5K+$4.9K2026-10-26
Kelleher Financial Advisors
CLOSED0299,647-299,647-100%$12.3M$0-$12.3M2026-10-30
Keystone Financial Group
N/A—77,838-77,838-100%$3.2M———
Showing 5 of 5 institutions