7 institutions reported holding $13.6M of AMERICAN BALANCED FD SHS F-2 CL (AMBFX) in SEC 13F filings for 2026-03-31. Largest institutional holders: KELLEHER FINANCIAL ADVISORS ($6.8M), Keystone Financial Group ($3.1M), Garton & Associates Financial Advisors LLC ($2.9M), SPIRIT OF AMERICA MANAGEMENT CORP/NY ($495,429), McIlrath & Eck, LLC ($149,370). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | $6.8M | 184,530 | Trimmed |
| 2 | Keystone Financial Group | $3.1M | 77,732 | New |
| 3 | Garton & Associates Financial Advisors LLC | $2.9M | 78,925 | Added |
| 4 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | $495,429 | 12,872 | Trimmed |
| 5 | McIlrath & Eck, LLC | $149,370 | 4,046 | New |
| 6 | Transce3nd, LLC | $118,330 | 3,205 | Added |
| 7 | RICHARDSON FINANCIAL SERVICES INC. | $21,621 | 586 | Added |
Source: SEC Form 13F filings · as of 2026-03-31