7 institutions reported holding $2.8M of AMERICAN BALANCED FUND CLASS A (ABALX) in SEC 13F filings for 2026-03-31. Largest institutional holders: NORTH STAR ASSET MANAGEMENT INC ($1.3M), Ethos Financial Group, LLC ($795,261), Coston, McIsaac & Partners ($246,000), NEVILLE RODIE & SHAW INC ($222,000), Financial Gravity Asset Management, Inc. ($184,812). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NORTH STAR ASSET MANAGEMENT INC | $1.3M | 34,915 | New |
| 2 | Ethos Financial Group, LLC | $795,261 | 21,517 | Trimmed |
| 3 | Coston, McIsaac & Partners | $246,000 | 6,674 | Added |
| 4 | NEVILLE RODIE & SHAW INC | $222,000 | 6,004 | Added |
| 5 | Financial Gravity Asset Management, Inc. | $184,812 | 5,000 | Hold |
| 6 | McIlrath & Eck, LLC | $71,015 | 1,921 | New |
| 7 | TOWER BRIDGE ADVISORS | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31