| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| STEWART & PATTEN CO LLC | 25 | 25 | 0.06% | 0.10% | 0.15% | Q3 2017 | Q3 2023 | 25 |
| ROTHSCHILD INVESTMENT LLC /IL | 21 | 21 | 0.15% | 0.19% | 0.24% | Q2 2013 | Q2 2018 | 21 |
| Lake Point Wealth Management | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 4 |
| RiverFront Investment Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.07% | Q4 2022 | Q3 2023 | 4 |
| Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.18% | 0.35% | 0.69% | Q1 2023 | Q3 2023 | 3 |
| GLENMEDE TRUST CO NA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 3 |
| TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
| MONROE BANK & TRUST/MI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
| FDx Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
This page lists all the filers that currently own AMERICAN BALANCED FD CL F or have owned AMERICAN BALANCED FD CL F in the past.