4 institutions reported holding $2.0M of AMERICAN BALANCED FUND CLASS F3 (AFMBX) in SEC 13F filings for 2026-03-31. Largest institutional holders: KELLEHER FINANCIAL ADVISORS ($2.0M), Coston, McIsaac & Partners ($30,000), Garton & Associates Financial Advisors LLC ($0), Kohmann Bosshard Financial Services, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | $2.0M | 53,109 | Trimmed |
| 2 | Coston, McIsaac & Partners | $30,000 | 835 | Added |
| 3 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
| 4 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31