AMBFX
American Balanced Fund Class F-2 Shs
1W: -1.1%
1M: -2.5%
3M: -3.0%
YTD: +5.2%
1Y: +9.4%
3Y: +59.8%
5Y: +52.1%
$39.84
+0.16 (+0.40%)
Weekly Expected Move ±1.0%
$39
$39
$40
$40
$40
Institutional Ownership — AMBFX
7
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
17M
Total Invested
1
New Positions
3
Increased
2
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (8 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 401,774 | 16M | +388,902 | +3021.3% | 9Q | SEC ↗ |
| 2 | KELLEHER FINANCIAL ADVISORS | 299,647 | 12M | +115,117 | +62.4% | 4Q | SEC ↗ |
| 3 | Keystone Financial Group | 77,838 | 3M | +106 | +0.1% | 2Q | SEC ↗ |
| 4 | NBT BANK, N.A. NEW | 40,065 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 5 | McIlrath & Eck, LLC NEW | 4,046 | 161K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Transce3nd, LLC | 3,205 | 128K | — | +0.0% | 4Q | SEC ↗ |
| 7 | Garton & Associates Financial Advisors | 0 | 0K | -78,925 | -100.0% | 2Q | SEC ↗ |
| 8 | RICHARDSON FINANCIAL SERVICES INC. | 0 | 0K | -586 | -100.0% | 9Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| NBT BANK, N.A. | 40,065 | 2M |
| McIlrath & Eck, LLC | 4,046 | 161K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Garton & Associates Financial Advis | 78,925 | 3M |
| RICHARDSON FINANCIAL SERVICES INC. | 586 | 23K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SPIRIT OF AMERICA MANAGEMENT CORP/N | +388,902 | +3021.3% | 401,774 |
| KELLEHER FINANCIAL ADVISORS | +115,117 | +62.4% | 299,647 |
| Keystone Financial Group | +106 | +0.1% | 77,838 |
Biggest Decreases (0)
None.