ABALX

AMERICAN FUNDS AMERICAN BALANCED A

Institutional Ownership · Q4 2025

Filing: Q4 2025

AMERICAN FUNDS AMERICAN BALANCED A (ABALX) is held by 12 institutional investors with combined holdings of $13M. Major holders include KELLEHER FINANCIAL ADVISO, Ethos Financial Group, LL, SPIRIT OF AMERICA MANAGEM.

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Institutional Holders

Total Value

$12.7M

Ownership %

—

🏦 Top Institutional Holders

KELLEHER FINANCIAL ADVISORS

244.4K shares

$9.2M

Ethos Financial Group, LLC

26.4K shares

$989.0K

SPIRIT OF AMERICA MANAGEMENT CORP/NY

13.9K shares

$535.0K

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

10.4K shares

$389.9K

Kohmann Bosshard Financial Services, LLC

10.0K shares

$376.3K

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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