CUSIP 024071409
AMERICAN FUNDS AMERICAN BALANCED F1
7 institutions · $3.0M total · 91,216 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Strategic Investment Solutions, Inc. /IL | 26,034 | $810.2K | 28.54% | 2023-12-31 |
| 2 | Livelsberger Financial Advisory | 23,222 | $742.2K | 25.45% | 2024-03-31 |
| 3 | STEWART & PATTEN CO LLC | 18,401 | $622.3K | 20.17% | 2024-03-31 |
| 4 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 10,413 | $389.9K | 11.41% | 2025-12-31 |
| 5 | RiverFront Investment Group, LLC | 10,247 | $312.4K | 11.23% | 2024-06-30 |
| 6 | TUCKER ASSET MANAGEMENT LLC | 2,203 | $79.9K | 2.41% | 2024-12-31 |
| 7 | MFA Wealth Advisors, LLC | 696 | $25.2K | 0.76% | 2024-09-30 |