7 institutions reported holding $17.3M of AMERICAN BALANCED FD SHS F-2 CL (AMBFX) in SEC 13F filings for 2026-06-30. Largest institutional holders: KELLEHER FINANCIAL ADVISORS ($12.3M), Keystone Financial Group ($3.2M), NBT BANK N A /NY ($1.6M), Transce3nd, LLC ($130,642), SPIRIT OF AMERICA MANAGEMENT CORP/NY ($9,867). Source: SEC Form 13F.
| 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