CUSIP 024071821
AMERICAN FUNDS AMERICAN BALANCED F2
14 institutions · $12.9M total · 384,308 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Wall Street Access Asset Management, LLC | 184,783 | $6.9M | 48.08% | 2025-12-31 |
| 2 | Garton & Associates Financial Advisors LLC | 68,777 | $2.6M | 17.89% | 2025-12-31 |
| 3 | WEST MICHIGAN ADVISORS, LLC | 58,347 | $1.8M | 15.18% | 2023-09-30 |
| 4 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 13,935 | $535.0K | 3.62% | 2025-12-31 |
| 5 | Strategic Investment Solutions, Inc. /IL | 16,132 | $502.2K | 4.19% | 2023-12-31 |
| 6 | FIRST MERCHANTS CORP | 6,207 | $239.5K | 1.61% | 2025-09-30 |
| 7 | TUCKER ASSET MANAGEMENT LLC | 6,143 | $210.8K | 1.59% | 2024-12-31 |
| 8 | Transce3nd, LLC | 3,194 | $123.5K | 0.83% | 2025-12-31 |
| 9 | VIMA LLC | 479 | $14.1K | 0.12% | 2024-03-31 |
| 10 | RICHARDSON FINANCIAL SERVICES INC. | 295 | $10.8K | 0.07% | 2025-12-31 |
| 11 | ROTHSCHILD INVESTMENT CORP /IL | 25,014 | $738 | 6.50% | 2023-12-31 |
| 12 | ORG Partners LLC | 19 | $667 | 0.00% | 2024-06-30 |
| 13 | Motiv8 Investments LLC | 982 | $37 | 0.25% | 2025-12-31 |
| 14 | Brooklyn Investment Group | 1 | $24 | 0.00% | 2025-06-30 |