AFMBX
American Balanced Fund F-3
1W: -1.0%
1M: -2.5%
3M: -3.0%
YTD: +5.2%
1Y: +9.5%
3Y: +60.1%
5Y: +52.8%
$39.86
+0.16 (+0.40%)
Weekly Expected Move ±1.0%
$39
$39
$40
$40
$40
Institutional Ownership — AFMBX
4
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
4M
Total Invested
1
New Positions
2
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (5 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | 89,888 | $4M | +36,779 | +69.3% | 4Q | SEC ↗ |
| 2 | Vermillion Wealth Management, Inc. NEW | 2,604 | $104K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Coston, McIsaac & Partners | 838 | $33K | +3 | +0.4% | 7Q | SEC ↗ |
| 4 | Garton & Associates Financial Advisors | 0 | $0K | -2,205 | -100.0% | 1Q | SEC ↗ |
| 5 | Kohmann Bosshard Financial Services, L | 0 | $0K | -9,945 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Vermillion Wealth Management, Inc. | 2,604 | $104K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kohmann Bosshard Financial Services | 9,945 | $396K |
| Garton & Associates Financial Advis | 2,205 | $88K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | +36,779 | +69.3% | 89,888 |
| Coston, McIsaac & Partners | +3 | +0.4% | 838 |
Biggest Decreases (0)
None.