5 tracked 13F filers disclose a position in AMBFX as of the latest SEC 13F filings, a combined $17.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | $10K | 402K | ▲31× Added · +389K sh | Q2 2026 | |
| 2 | KELLEHER FINANCIAL ADVISORS | $12.3M | 300K | ▲+62% Added · +115K sh | Q2 2026 | |
| 3 | Keystone Financial Group | $3.2M | 78K | ▲+0.1% Added · +106 sh | Q2 2026 | |
| 4 | NBT BANK, N.A. | $1.6M | 40K | ▲New +40K sh | Q2 2026 | |
| 5 | McIlrath & Eck, LLC | $149K | 4K | ▲New +4K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in AMBFX and 3 added to an existing one, while 0 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 3 funds | $122.9M |
| NVIDIA CORPNVDA | 3 funds | $75.3M |
| MICROSOFT CORPMSFT | 3 funds | $71.0M |
| ADVANCED MICRO DEVICESAMD | 3 funds | $52.2M |
| TESLA INCTSLA | 3 funds | $43.9M |
| AMAZON.COM INCAMZN | 3 funds | $37.0M |
| INVESCO QQQ TRUST SERIES 1QQQ | 3 funds | $34.9M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 3 funds | $33.0M |
| PALANTIR TECHNOLOGIES INC-APLTR | 3 funds | $32.9M |
| ALPHABET INC-CL AGOOGL | 3 funds | $29.8M |
| JPMORGAN CHASE & COJPM | 3 funds | $29.5M |
| VANGUARD S&P 500 ETFVOO | 3 funds | $26.0M |
Ranked by how many of AMBFX's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| AMBFXthis pageOPEN END TAXABLE LOAD FUND | 5 funds | $17.3M |
| AFMBXMutual Fund | 2 funds | $3.8M |
| ABALXOPEN END TAXABLE LOAD FUND | 2 funds | $1.4M |
| 024071870Mutual Fund | 1 funds | $492K |
| 024071748OPEN END - NO LOAD FUND 529 | 1 funds | $22K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for AMBFX
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AMBFX/capital-change-brief"
Use Arkolith's capital_change_brief for AMBFX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AMBFX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.