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 | 19M | $711M | 26% | Jun 2026 |
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| Advance Capital Management | 12M | $412M | 28% | Mar 2026 |
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| Wells Fargo & Company | 10M | $385M | 33% | Jun 2026 |
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| Envestnet Asset Management | 9.7M | $367M | 17% | Jun 2026 |
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| Raymond James Financial | 5.7M | $215M | 53% | Jun 2026 |
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| Morgan Stanley | 5.4M | $187M | 34% | Mar 2026 |
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| Cetera Investment Advisers | 4.8M | $183M | 19% | Jun 2026 |
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| Forge Financial Services | 3.8M | $146M | 2% | Jun 2026 |
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| Advisor Group Holdings | 3.6M | $136M | 28% | Jun 2026 |
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| Commonwealth Equity Services | 3.5M | $132M | 7% | Jun 2026 |
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| Cambridge Investment Research Advisors | 2.6M | $99M | 13% | Jun 2026 |
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| Royal Bank of Canada | 2.5M | $96M | 8% | Jun 2026 |
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| Jones Financial Companies, L.L | 2.4M | $90M | 23% | Jun 2026 |
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| CWM | 2.2M | $77M | 3% | Mar 2026 |
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| Kestra Advisory Services | 1.8M | $67M | 12% | Jun 2026 |
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| Aprio Wealth Management | 1.7M | $64M | -12% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 1.6M | $60M | 100% | Jun 2026 |
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| Janney Montgomery Scott | 1.6M | $61M | 19% | Jun 2026 |
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| Stifel Financial | 1.6M | $59M | 23% | Jun 2026 |
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| Mml Investors Services | 1.3M | $51M | 28% | Jun 2026 |
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| J. Derek Lewis & Associates | 1.3M | $51M | 8% | Jun 2026 |
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| Benjamin Edwards | 1.3M | $50M | 40% | Jun 2026 |
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| Compton Financial Group | 1.3M | $48M | 133% | Jun 2026 |
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| Harbour Investments | 1.0M | $39M | 5% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 1.0M | $38M | 18% | Jun 2026 |
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| KWB Wealth | 926k | $35M | 38% | Jun 2026 |
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| Private Advisor | 906k | $34M | 53% | Jun 2026 |
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| D. J. St. Germain | 722k | $27M | 4% | Jun 2026 |
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| Concurrent Investment Advisors | 623k | $24M | 9% | Jun 2026 |
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| Great Valley Advisor Group | 575k | $22M | 2% | Jun 2026 |
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| Confluence Wealth Services | 562k | $21M | 6% | Jun 2026 |
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| Greenbush Financial Group | 549k | $21M | 0% | Jun 2026 |
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| Flagship Harbor Advisors | 549k | $21M | 6% | Jun 2026 |
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| Kestra Private Wealth Services | 540k | $21M | 12% | Jun 2026 |
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| Mesirow Financial Investment Management International Equity | 502k | $19M | 14% | Jun 2026 |
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| Goss Wealth Management | 492k | $19M | 26% | Jun 2026 |
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| Smartleaf Asset Management | 427k | $16M | 0% | Jun 2026 |
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| Assetmark | 426k | $16M | 37% | Jun 2026 |
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| Betterment | 423k | $16M | 28% | Jun 2026 |
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| Quantum Financial Planning Services | 422k | $16M | 35% | Jun 2026 |
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| Capital Group Private Client Services | 421k | $16M | 41% | Jun 2026 |
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| PCG Wealth Advisors | 402k | $15M | 16% | Jun 2026 |
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| Bank of America Corporation | 396k | $15M | 40% | Jun 2026 |
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| Pensionmark Financial Group | 393k | $14M | 3% | Jun 2026 |
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| Apollon Wealth Management | 375k | $14M | 8% | Jun 2026 |
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| Clarity Wealth Advisors | 370k | $14M | 26% | Jun 2026 |
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| National Asset Management | 354k | $13M | 3% | Jun 2026 |
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| Cary Street Partners Financial | 348k | $13M | 1% | Jun 2026 |
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| IFP Advisors | 347k | $13M | 6% | Jun 2026 |
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| Johnson Bixby & Associates | 342k | $13M | 6% | Jun 2026 |
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| D.A. Davidson & Co. | 339k | $13M | -4% | Jun 2026 |
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| UBS Group | 334k | $13M | 20% | Jun 2026 |
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| High Net Worth Advisory Group | 331k | $13M | 4% | Jun 2026 |
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| Smith, Moore & Co. | 327k | $12M | 3% | Jun 2026 |
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| Hartmann Taylor Wealth Management | 326k | $11M | 0% | Jun 2026 |
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| Base Wealth Management | 322k | $12M | 2% | Jun 2026 |
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| Equitable Holdings | 321k | $12M | 73% | Jun 2026 |
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| Stratos Wealth Partners | 321k | $12M | 7% | Jun 2026 |
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| Capital Management Associates | 320k | $12M | 7% | Jun 2026 |
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| Geneos Wealth Management | 320k | $12M | 14% | Jun 2026 |
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| Merit Financial Group | 318k | $12M | 10% | Jun 2026 |
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| ValMark Advisers | 315k | $12M | 102% | Jun 2026 |
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| Venture Visionary Partners | 305k | $12M | 28% | Jun 2026 |
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| CLG | 301k | $11M | 47% | Jun 2026 |
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| Boyer Financial Services | 295k | $11M | 1% | Jun 2026 |
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| Cullen Frost Bankers | 283k | $11M | 9% | Jun 2026 |
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| Founders Financial Securities | 279k | $11M | 0% | Jun 2026 |
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| LongView Wealth Management | 277k | $11M | 5% | Jun 2026 |
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| Integrated Wealth Concepts | 274k | $10M | 21% | Jun 2026 |
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| AdvisorNet Financial | 272k | $10M | 12% | Jun 2026 |
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| Gateway Wealth Partners | 259k | $9.8M | -26% | Jun 2026 |
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| Seamount Financial Group | 258k | $9.8M | 7% | Jun 2026 |
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| HighTower Advisors | 242k | $9.2M | 7% | Jun 2026 |
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| Essex Financial Services | 240k | $9.1M | 10% | Jun 2026 |
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| Advisory Services Network | 226k | $8.6M | 18% | Jun 2026 |
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| Branch Banking & Trust Company | 214k | $8.1M | 25% | Jun 2026 |
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| Endeavor Private Wealth | 213k | $8.1M | 4% | Jun 2026 |
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| Worth Asset Management | 210k | $8.0M | 7% | Jun 2026 |
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| Spectrum Investment Advisors | 209k | $7.9M | 100% | Jun 2026 |
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| Westside Investment Management | 202k | $7.7M | 12% | Jun 2026 |
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| Evergreen Wealth Solutions | 201k | $7.7M | 86% | Jun 2026 |
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| Bleakley Financial Group | 190k | $7.2M | 15% | Jun 2026 |
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| Tempus Wealth Planning | 176k | $6.7M | 1% | Jun 2026 |
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| Clear Creek Financial Management | 174k | $6.6M | 6% | Jun 2026 |
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| Sagespring Wealth Partners | 174k | $6.6M | 6% | Jun 2026 |
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| Envestnet Portfolio Solutions | 173k | $6.6M | 24% | Jun 2026 |
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| Kingsview Wealth Management | 171k | $5.9M | -4% | Mar 2026 |
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| Rockefeller Capital Management | 168k | $6.4M | 6% | Jun 2026 |
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| CVFG | 165k | $6.3M | 15% | Jun 2026 |
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| Mutual Advisors | 165k | $6.3M | 86% | Jun 2026 |
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| Sigma Planning | 162k | $6.2M | 15% | Jun 2026 |
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| Michael Brady & Co | 162k | $6.1M | -1% | Jun 2026 |
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| Integrity Advisory Solutions | 158k | $6.0M | 7% | Jun 2026 |
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| Thoroughbred Financial Services | 154k | $5.8M | 2% | Jun 2026 |
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| Davenport & Co | 152k | $5.8M | 24% | Jun 2026 |
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| We Are One Seven | 152k | $5.8M | 169% | Jun 2026 |
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| Ameritas Advisory Services | 150k | $5.7M | 1114% | Jun 2026 |
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| Centaurus Financial | 150k | $5.7M | 24% | Jun 2026 |
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| Steward Partners Investment Advisory | 149k | $5.7M | 23% | Jun 2026 |
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| First Heartland Consultants | 149k | $5.7M | 2% | Jun 2026 |
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| WealthCare Investment Partners | 145k | $5.5M | -1% | Jun 2026 |
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| HighPoint Advisor | 145k | $5.5M | 40% | Jun 2026 |
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| Captrust Financial Advisors | 143k | $5.4M | 4% | Jun 2026 |
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| VVR Holdings | 143k | $5.4M | 27% | Jun 2026 |
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| PFG Advisors | 143k | $5.4M | 9% | Jun 2026 |
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| Sunbelt Securities | 143k | $4.9M | 0% | Mar 2026 |
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| Jpmorgan Chase & Co | 142k | $5.4M | 100% | Jun 2026 |
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| WNY Asset Management | 141k | $5.3M | 51% | Jun 2026 |
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| AA Financial Advisors | 138k | $5.2M | 1% | Jun 2026 |
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| CWS Financial Advisors | 137k | $5.2M | 13% | Jun 2026 |
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| Koshinski Asset Management | 136k | $4.7M | 17% | Mar 2026 |
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| Gerber Kawasaki Wealth & Investment Management | 136k | $4.7M | 10% | Mar 2026 |
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| Challenger Wealth Management | 126k | $4.8M | 1% | Jun 2026 |
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| Onyx Bridge Wealth Group | 124k | $4.7M | 1% | Jun 2026 |
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| Taylor Financial Group | 122k | $4.6M | 5% | Jun 2026 |
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| Vestmark Advisory Solutions | 120k | $4.6M | 77% | Jun 2026 |
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| Capital Analysts | 117k | $4.4M | 113% | Jun 2026 |
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| Stratos Wealth Advisors | 110k | $4.2M | 16% | Jun 2026 |
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| Cassady Wealth & Retirement Planning | 110k | $4.2M | 3% | Jun 2026 |
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| Continuum Advisory | 110k | $4.2M | 17% | Jun 2026 |
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| Patriot Financial Group Insurance Agency | 109k | $4.1M | -46% | Jun 2026 |
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| Bank of New York Mellon | 106k | $4.0M | 138% | Jun 2026 |
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| StrongBox Wealth | 102k | $3.9M | 4% | Jun 2026 |
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| Blueprint Investment Partners | 101k | $3.8M | 4% | Jun 2026 |
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| Blueprint Financial Advisors | 101k | $3.8M | 4% | Jun 2026 |
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| WCG Wealth Advisors | 99k | $3.8M | 100% | Jun 2026 |
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| Warren Averett Asset Management | 98k | $3.7M | 100% | Jun 2026 |
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| Fifth Third Bancorp | 97k | $3.7M | 0% | Jun 2026 |
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| Renaissance Technologies | 97k | $3.7M | 100% | Jun 2026 |
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| Sovran Advisors | 97k | $3.6M | 10% | Jun 2026 |
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| Ameriprise Financial | 95k | $3.6M | -21% | Jun 2026 |
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| Dahring | Cusmano | 95k | $3.6M | 9% | Jun 2026 |
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| NWF Advisory Services | 95k | $3.6M | 86% | Jun 2026 |
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| Keystone Wealth Services | 95k | $3.6M | 98% | Jun 2026 |
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| Clear Trail Advisors | 94k | $3.6M | 100% | Jun 2026 |
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| RFG Advisory | 93k | $3.5M | 4% | Jun 2026 |
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| J.w. Cole Advisors | 90k | $3.4M | 1424% | Jun 2026 |
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| J Hagan Capital | 90k | $3.4M | 8% | Jun 2026 |
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| Mascagni Wealth Management | 80k | $3.0M | 1% | Jun 2026 |
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| Private Client Services | 80k | $3.0M | 1209% | Jun 2026 |
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| PKS Advisory Services | 79k | $3.0M | 100% | Jun 2026 |
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| Burford Brothers | 73k | $2.8M | 3% | Jun 2026 |
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| Ausdal Financial Partners | 69k | $2.6M | 29% | Jun 2026 |
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| Asset Allocation Strategies | 68k | $2.6M | 21% | Jun 2026 |
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| Stephens | 63k | $2.4M | 6% | Jun 2026 |
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| Keystone Financial Group | 61k | $2.3M | 29% | Jun 2026 |
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| Accel Wealth Management | 61k | $2.3M | 184% | Jun 2026 |
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| Farther Finance Advisors | 60k | $2.3M | 142% | Jun 2026 |
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| Independent Financial Group | 60k | $2.3M | 44% | Jun 2026 |
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| Creekside Partners | 58k | $2.2M | 0% | Jun 2026 |
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| Mariner Wealth Advisors | 57k | $2.2M | -88% | Jun 2026 |
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| Merited Wealth | 53k | $2.0M | -66% | Jun 2026 |
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| Prospera Financial Services | 37k | $1.4M | -78% | Jun 2026 |
|
| Signature Estate and Investment Advisors | 15k | $579k | -88% | Jun 2026 |
|
Who sold out of Capital Group Core Balanced?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Mar 2026 | 329k | $11M |
| Citadel Advisors | Mar 2026 | 223k | $7.7M |
| Independent Advisor Alliance | Mar 2026 | 217k | $7.5M |