5 institutions reported holding $3.0M of AMERICAN FUNDS AMERICAN BALANCED A (ABALX) in SEC 13F filings for 2026-06-30. Largest institutional holders: NORTH STAR ASSET MANAGEMENT INC ($1.4M), Ethos Financial Group, LLC ($871,240), Coston, McIsaac & Partners ($273,000), NEVILLE RODIE & SHAW INC ($241,000), Financial Gravity Companies, Inc. ($205,213). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NORTH STAR ASSET MANAGEMENT INC | $1.4M | 34,915 | Hold |
| 2 | Ethos Financial Group, LLC | $871,240 | 21,830 | Added |
| 3 | Coston, McIsaac & Partners | $273,000 | 6,675 | Added |
| 4 | NEVILLE RODIE & SHAW INC | $241,000 | 5,868 | Trimmed |
| 5 | Financial Gravity Companies, Inc. | $205,213 | 5,000 | Added |
Source: SEC Form 13F filings · as of 2026-06-30