3 institutions reported holding $3.8M of AMERICAN BALANCED FUND CLASS F3 (AFMBX) in SEC 13F filings for 2026-06-30. Largest institutional holders: KELLEHER FINANCIAL ADVISORS ($3.7M), Vermillion Wealth Management, Inc. ($106,793), Coston, McIsaac & Partners ($34,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | $3.7M | 89,888 | Added |
| 2 | Vermillion Wealth Management, Inc. | $106,793 | 2,604 | New |
| 3 | Coston, McIsaac & Partners | $34,000 | 838 | Added |
Source: SEC Form 13F filings · as of 2026-06-30