Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / Mutual Fund
-
Total 13F shares
-
26,563
-
Share change
-
-1,217
-
Total reported value
-
$979,092
-
Price per share
-
$36.67
-
Number of holders
-
4
-
Value change
-
-$44,965
-
Number of buys
-
2
-
Number of sells
-
1
Institutional Holders of American Funds American Balanced F2 - Mutual Fund as of Q2 2025
As of 30 Jun 2025,
American Funds American Balanced F2 - Mutual Fund was held by
4 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
26,563 shares.
The largest 4 holders included
SPIRIT OF AMERICA MANAGEMENT CORP/NY, FIRST MERCHANTS CORP, RICHARDSON FINANCIAL SERVICES INC., and Brooklyn Investment Group.
This page lists
4
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.