13FBOX
AMERICAN FUNDS AMERICAN BALANCED F3 · 13F Institutional Holdings
Options Calculator Rankings
A

AMERICAN FUNDS AMERICAN BALANCED F3

AFMBX
Institutions
3
Combined AUM (Q2 2026)
$3.8M
Combined Shares (Q2 2026)
93,330
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+39,386
3 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit · ≈
⚖️ Net
+39,386
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$3.8M
Institutions
3
New Buys
1
Adds
2
Reduces
0
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
KELLEHER FINANCIAL ADVISORS
0.52%0.5%#1$3.7M89,888$2.0M53,109+36,779+69.25%Add
Vermillion Wealth Management, Inc.
0.03%#2$106,7932,604$00+2,604New Buy
Coston, McIsaac & Partners
0.01%0.01%#3$34,367838$30,000835+3+0.36%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow