CUSIP 024071821
AMERICAN FUNDS AMERICAN BALANCED F2
13 institutions · $11.1M total · 325,961 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | 184,783 | $6.9M | 56.68% | 2025-12-31 |
| 2 | Garton & Associates Financial Advisors LLC | 68,777 | $2.6M | 21.09% | 2025-12-31 |
| 3 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 13,935 | $535.0K | 4.27% | 2025-12-31 |
| 4 | Strategic Investment Solutions, Inc. /IL | 16,132 | $502.2K | 4.94% | 2023-12-31 |
| 5 | FIRST MERCHANTS CORP | 6,207 | $239.5K | 1.90% | 2025-09-30 |
| 6 | TUCKER ASSET MANAGEMENT LLC | 6,143 | $210.8K | 1.88% | 2024-12-31 |
| 7 | Transce3nd, LLC | 3,194 | $123.5K | 0.97% | 2025-12-31 |
| 8 | VIMA LLC | 479 | $14.1K | 0.14% | 2024-03-31 |
| 9 | RICHARDSON FINANCIAL SERVICES INC. | 295 | $10.8K | 0.09% | 2025-12-31 |
| 10 | ROTHSCHILD INVESTMENT LLC /IL | 25,014 | $738 | 7.67% | 2023-12-31 |
| 11 | ORG Partners LLC | 19 | $667 | 0.00% | 2024-06-30 |
| 12 | Motiv8 Investments LLC | 982 | $37 | 0.30% | 2025-12-31 |
| 13 | Brooklyn Investment Group | 1 | $24 | 0.00% | 2025-06-30 |