Who owns CAPITAL GROUP CORE BALANCED?
- Ticker: CGBL
- CUSIP Number: 14021d107
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Analyze quarterly positions in Capital Group Core Balanced with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Capital Group Core Balanced stock
Who bought or sold CAPITAL GROUP CORE BALANCED this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| LPL Financial | 9.8M | $342M | 32% | Sep 2025 |
|
| Advance Capital Management | 9.3M | $322M | 243% | Sep 2025 |
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| Envestnet Asset Management | 5.4M | $189M | 32% | Sep 2025 |
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| Morgan Stanley | 2.4M | $80M | 100% | Jun 2025 |
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| Cetera Investment Advisers | 2.4M | $82M | 36% | Sep 2025 |
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| Raymond James Financial | 2.2M | $77M | 20% | Sep 2025 |
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| Advisor Group Holdings | 2.1M | $73M | 46% | Sep 2025 |
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| Commonwealth Equity Services | 2.1M | $72M | 13% | Sep 2025 |
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| CWM | 2.1M | $71M | -7% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 1.9M | $68M | 8% | Sep 2025 |
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| Cambridge Investment Research Advisors | 1.9M | $67M | 17% | Sep 2025 |
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| Royal Bank of Canada | 1.8M | $63M | 18% | Sep 2025 |
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| Wells Fargo & Company | 1.6M | $55M | 159% | Sep 2025 |
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| Kestra Advisory Services | 1.1M | $38M | 34% | Sep 2025 |
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| Jones Financial Companies, L.L | 1.0M | $35M | 57% | Sep 2025 |
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| Mml Investors Services | 838k | $29M | 19% | Sep 2025 |
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| Stifel Financial | 824k | $29M | 87% | Sep 2025 |
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| D. J. St. Germain | 658k | $23M | 1% | Sep 2025 |
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| Janney Montgomery Scott | 537k | $19M | 73% | Sep 2025 |
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| Private Advisor | 516k | $18M | 16% | Sep 2025 |
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| Concurrent Investment Advisors | 489k | $17M | 37% | Sep 2025 |
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| Kestra Private Wealth Services | 471k | $16M | 3% | Sep 2025 |
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| Greenbush Financial Group | 463k | $16M | 6% | Sep 2025 |
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| Harbour Investments | 444k | $15M | 2% | Sep 2025 |
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| National Asset Management | 421k | $15M | 10% | Sep 2025 |
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| Mariner Wealth Advisors | 405k | $14M | -28% | Sep 2025 |
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| Great Valley Advisor Group | 396k | $14M | 15% | Sep 2025 |
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| Benjamin Edwards | 390k | $14M | 47% | Sep 2025 |
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| Smartleaf Asset Management | 381k | $13M | 13% | Sep 2025 |
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| Cary Street Partners Financial | 369k | $13M | 1% | Sep 2025 |
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| Mesirow Financial Investment Management International Equity | 368k | $13M | 27% | Sep 2025 |
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| KWB Wealth | 366k | $12M | 57% | Sep 2025 |
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| Base Wealth Management | 324k | $11M | 100% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 320k | $11M | 95% | Sep 2025 |
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| Hartmann Taylor Wealth Management | 308k | $11M | 7% | Sep 2025 |
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| IFP Advisors | 299k | $10M | 42% | Sep 2025 |
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| VestGen Advisors | 287k | $9.9M | 3% | Sep 2025 |
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| Confluence Wealth Services | 281k | $9.7M | 3% | Sep 2025 |
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| D.A. Davidson & Co. | 278k | $9.6M | 6% | Sep 2025 |
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| Quantum Financial Planning Services | 277k | $9.6M | 17% | Sep 2025 |
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| High Net Worth Advisory Group | 267k | $9.3M | 62% | Sep 2025 |
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| Johnson Bixby & Associates | 253k | $8.8M | 22% | Sep 2025 |
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| Smith, Moore & Co. | 246k | $8.5M | 60% | Sep 2025 |
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| Capital Management Associates | 222k | $7.7M | 19% | Sep 2025 |
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| Flagship Harbor Advisors | 220k | $7.7M | 13% | Sep 2025 |
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| Apollon Wealth Management | 217k | $7.5M | 277% | Sep 2025 |
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| Baird Financial | 208k | $7.2M | 2% | Sep 2025 |
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| PCG Wealth Advisors | 205k | $7.1M | 100% | Sep 2025 |
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| Endeavor Private Wealth | 203k | $7.1M | 11% | Sep 2025 |
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| HighTower Advisors | 203k | $7.0M | 10% | Sep 2025 |
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| Capital Group Private Client Services | 197k | $6.8M | 13% | Sep 2025 |
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| RFG Advisory | 195k | $6.8M | 136% | Sep 2025 |
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| LongView Wealth Management | 192k | $6.7M | 21% | Sep 2025 |
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| Merit Financial Group | 192k | $6.7M | 23% | Sep 2025 |
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| Cullen Frost Bankers | 191k | $6.6M | 23% | Sep 2025 |
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| Geneos Wealth Management | 191k | $6.6M | 73% | Sep 2025 |
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| Founders Financial Securities | 187k | $6.5M | 3% | Sep 2025 |
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| Stratos Wealth Partners | 186k | $6.5M | 124% | Sep 2025 |
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| Pensionmark Financial Group | 174k | $6.0M | 31% | Sep 2025 |
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| Worth Asset Management | 173k | $6.0M | 7% | Sep 2025 |
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| UBS Group | 160k | $5.6M | 41% | Sep 2025 |
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| Strategic Blueprint | 158k | $5.5M | 19% | Sep 2025 |
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| Tempus Wealth Planning | 156k | $5.4M | 16% | Sep 2025 |
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| Seamount Financial Group | 154k | $5.4M | 22% | Sep 2025 |
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| Kingsview Wealth Management | 151k | $5.3M | 444% | Sep 2025 |
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| Sunbelt Securities | 151k | $5.2M | -4% | Sep 2025 |
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| Integrated Wealth Concepts | 150k | $5.2M | 40% | Sep 2025 |
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| Clarity Wealth Advisors | 149k | $5.2M | 40% | Sep 2025 |
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| Mach-1 Financial Group | 143k | $5.0M | 100% | Sep 2025 |
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| Jane Street | 140k | $4.9M | 0% | Sep 2025 |
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| Citadel Advisors | 136k | $4.7M | -47% | Sep 2025 |
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| Essex Financial Services | 135k | $4.7M | 58% | Sep 2025 |
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| Goss Wealth Management | 131k | $4.6M | -2% | Sep 2025 |
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| Advisory Services Network | 131k | $4.5M | 8% | Sep 2025 |
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| Bleakley Financial Group | 130k | $4.5M | 37% | Sep 2025 |
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| Acas | 128k | $4.4M | 9% | Jun 2025 |
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| CLG | 125k | $4.3M | 35% | Sep 2025 |
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| Assetmark | 123k | $4.3M | 442% | Sep 2025 |
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| Sagespring Wealth Partners | 122k | $4.2M | 2% | Sep 2025 |
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| Koshinski Asset Management | 122k | $4.2M | 88% | Sep 2025 |
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| Thoroughbred Financial Services | 120k | $4.2M | 7% | Sep 2025 |
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| Equitable Holdings | 119k | $4.1M | 33% | Sep 2025 |
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| Westside Investment Management | 119k | $4.1M | 10% | Sep 2025 |
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| Venture Visionary Partners | 119k | $4.1M | 39% | Sep 2025 |
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| CVFG | 118k | $4.1M | 14% | Sep 2025 |
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| Challenger Wealth Management | 117k | $4.1M | 7% | Sep 2025 |
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| Sigma Planning | 116k | $4.0M | 14% | Sep 2025 |
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| Taylor Financial Group | 112k | $3.9M | 7% | Sep 2025 |
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| Captrust Financial Advisors | 109k | $3.8M | 34% | Sep 2025 |
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| Prospera Financial Services | 107k | $3.7M | 22% | Sep 2025 |
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| Gerber Kawasaki Wealth & Investment Management | 107k | $3.7M | 17% | Sep 2025 |
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| Envestnet Portfolio Solutions | 104k | $3.6M | 22% | Sep 2025 |
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| Signature Estate and Investment Advisors | 101k | $3.5M | 13% | Sep 2025 |
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| Branch Banking & Trust Company | 100k | $3.5M | 26% | Sep 2025 |
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| CWS Financial Advisors | 99k | $3.4M | 6% | Sep 2025 |
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| J Hagan Capital | 98k | $3.4M | 0% | Sep 2025 |
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| First Heartland Consultants | 98k | $3.4M | 73% | Sep 2025 |
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| Clear Creek Financial Management | 96k | $3.3M | 7% | Sep 2025 |
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| Centaurus Financial | 93k | $3.2M | 0% | Sep 2025 |
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| ValMark Advisers | 92k | $3.2M | 43% | Sep 2025 |
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| Sovran Advisors | 83k | $2.9M | 10% | Sep 2025 |
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| PFG Advisors | 76k | $2.6M | 51% | Sep 2025 |
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| GPS Wealth Strategies Group | 73k | $2.5M | 49% | Sep 2025 |
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| StrongBox Wealth | 71k | $2.5M | 6% | Sep 2025 |
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| Mascagni Wealth Management | 69k | $2.4M | 3% | Sep 2025 |
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| Stratos Wealth Advisors | 64k | $2.2M | 60% | Sep 2025 |
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| AA Financial Advisors | 64k | $2.2M | 10% | Sep 2025 |
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| Davenport & Co | 63k | $2.2M | 33% | Sep 2025 |
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| Brian McDonald | 60k | $2.1M | 6% | Sep 2025 |
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| Atria Wealth Solutions | 60k | $2.0M | -59% | Jun 2025 |
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| Steward Partners Investment Advisory | 60k | $2.1M | 15% | Sep 2025 |
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| Blueprint Investment Partners | 59k | $2.1M | 100% | Sep 2025 |
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| Blueprint Financial Advisors | 59k | $2.1M | 100% | Sep 2025 |
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| H D Vest Advisory Services | 59k | $2.0M | 38% | Jun 2025 |
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| Dahring | Cusmano | 56k | $1.9M | 12% | Sep 2025 |
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| Renaissance Technologies | 54k | $1.9M | -42% | Sep 2025 |
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| Davies Financial Advisors | 53k | $1.8M | -5% | Sep 2025 |
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| WNY Asset Management | 49k | $1.7M | 16% | Sep 2025 |
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| ORG Partners | 47k | $1.6M | 70% | Sep 2025 |
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| Mutual Advisors | 47k | $1.6M | 43% | Sep 2025 |
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| Patriot Financial Group Insurance Agency | 46k | $1.6M | -18% | Sep 2025 |
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| Continuum Advisory | 45k | $1.6M | 86% | Sep 2025 |
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| Security Financial Services | 45k | $1.6M | 88% | Sep 2025 |
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| Beacon Financial Advisory | 43k | $1.5M | 9% | Sep 2025 |
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| Bare Financial Services | 42k | $1.5M | 16% | Sep 2025 |
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| Buckingham Strategic Partners | 41k | $1.4M | 156% | Sep 2025 |
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| Creekside Partners | 41k | $1.4M | 231% | Sep 2025 |
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| Burford Brothers | 41k | $1.4M | 5% | Sep 2025 |
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| Ameritas Advisory Services | 40k | $1.4M | 20% | Sep 2025 |
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| Keystone Wealth Services | 40k | $1.4M | 34% | Sep 2025 |
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| HBW Advisory Services | 40k | $1.4M | 114% | Sep 2025 |
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| Vantage Financial Partners | 38k | $1.3M | 13% | Sep 2025 |
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| Rockefeller Capital Management | 37k | $1.3M | 100% | Sep 2025 |
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| United Advisor Group | 35k | $1.2M | 22% | Sep 2025 |
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| Nautilus Advisors | 35k | $1.2M | 4% | Sep 2025 |
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| NWF Advisory Services | 35k | $1.2M | 94% | Sep 2025 |
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| Stephens | 34k | $1.2M | 194% | Sep 2025 |
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| Western Wealth Management | 34k | $1.2M | 100% | Sep 2025 |
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| Gateway Wealth Partners | 34k | $1.2M | 36% | Sep 2025 |
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| Ashton Thomas Securities | 34k | $1.2M | 13% | Sep 2025 |
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| AdvisorNet Financial | 33k | $1.2M | 27% | Sep 2025 |
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| We Are One Seven | 33k | $1.1M | 4% | Sep 2025 |
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| Leigh Baldwin & Co | 32k | $1.1M | 5% | Sep 2025 |
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| RIA Advisory Group | 31k | $1.1M | 0% | Sep 2025 |
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| Summit Financial | 31k | $1.1M | 100% | Sep 2025 |
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| Ausdal Financial Partners | 31k | $1.1M | 123% | Sep 2025 |
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| J.w. Cole Advisors | 30k | $1.0M | 34% | Sep 2025 |
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| Smith Thornton Advisors | 30k | $1.0M | 48% | Sep 2025 |
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| Moloney Securities Asset Management | 29k | $1.0M | 2% | Sep 2025 |
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| Independent Wealth Network | 29k | $993k | 14% | Sep 2025 |
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| TCG Advisory Services | 20k | $703k | -42% | Sep 2025 |
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| Franklin Resources | 19k | $656k | -69% | Sep 2025 |
|
| Old Mission Capital | 7.1k | $246k | -97% | Sep 2025 |
|
Who sold out of Capital Group Core Balanced?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Jun 2025 | 305k | $10M |
| Financial Advocates Investment Management | Jun 2025 | 35k | $1.2M |