AMBFX — American Funds American Balanced F2 Institutional Holders · Q2 2026
Who owns American Funds American Balanced F2 (AMBFX)? 7 institutions reported holding $17.26M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Kelleher Financial Advisors ($12.3M), Keystone Financial Group ($3.2M), Nbt Bank N A ($1.6M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | $12.3M | 299,647 | Added |
| 2 | Keystone Financial Group | $3.2M | 77,838 | Added |
| 3 | NBT BANK N A /NY | $1.6M | 40,065 | New |
| 4 | Transce3nd, LLC | $130,642 | 3,205 | Hold |
| 5 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | $9,867 | 401,774 | Added |
| 6 | RICHARDSON FINANCIAL SERVICES INC. | $0 | 0 | Exited |
| 7 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30