AFMBX — American Fds American Balanced F-3 Institutional Holders · Q2 2026
Who owns American Fds American Balanced F-3 (AFMBX)? 3 institutions reported holding $3.83M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Kelleher Financial Advisors ($3.7M), Vermillion Wealth Management, Inc. ($106,793), Coston, McIsaac & Partners ($34,000).
| 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