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 | 15M | $513M | 19% | Mar 2026 |
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| Advance Capital Management | 12M | $412M | 28% | Mar 2026 |
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| Envestnet Asset Management | 8.2M | $284M | 19% | Mar 2026 |
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| Wells Fargo & Company | 7.6M | $263M | 65% | Mar 2026 |
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| Morgan Stanley | 5.4M | $187M | 34% | Mar 2026 |
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| Cetera Investment Advisers | 4.0M | $139M | 22% | Mar 2026 |
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| Forge Financial Services | 3.8M | $130M | 100% | Mar 2026 |
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| Raymond James Financial | 3.7M | $128M | 43% | Mar 2026 |
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| Commonwealth Equity Services | 3.5M | $132M | 7% | Jun 2026 |
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| Advisor Group Holdings | 2.8M | $97M | 8% | Mar 2026 |
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| Cambridge Investment Research Advisors | 2.6M | $99M | 13% | Jun 2026 |
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| Royal Bank of Canada | 2.3M | $80M | 100% | Mar 2026 |
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| CWM | 2.2M | $77M | 3% | Mar 2026 |
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| Jones Financial Companies, L.L | 1.9M | $66M | 29% | 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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| Janney Montgomery Scott | 1.3M | $46M | 55% | Mar 2026 |
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| Benjamin Edwards | 1.3M | $50M | 40% | Jun 2026 |
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| Stifel Financial | 1.3M | $44M | 20% | Mar 2026 |
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| J. Derek Lewis & Associates | 1.2M | $43M | 8% | Mar 2026 |
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| Mml Investors Services | 1.0M | $36M | 8% | Mar 2026 |
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| Harbour Investments | 971k | $33M | 59% | Mar 2026 |
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| KWB Wealth | 926k | $35M | 38% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 856k | $29M | 20% | Mar 2026 |
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| D. J. St. Germain | 722k | $27M | 4% | Jun 2026 |
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| Private Advisor | 591k | $20M | 24% | Mar 2026 |
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| Concurrent Investment Advisors | 573k | $20M | -32% | Mar 2026 |
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| Great Valley Advisor Group | 563k | $19M | 13% | Mar 2026 |
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| Greenbush Financial Group | 551k | $19M | 7% | Mar 2026 |
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| Compton Financial Group | 543k | $19M | 2302% | Mar 2026 |
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| Kestra Private Wealth Services | 540k | $21M | 12% | Jun 2026 |
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| Confluence Wealth Services | 532k | $18M | 8% | Mar 2026 |
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| Flagship Harbor Advisors | 517k | $18M | 82% | Mar 2026 |
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| Mesirow Financial Investment Management International Equity | 502k | $19M | 14% | Jun 2026 |
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| Mariner Wealth Advisors | 483k | $17M | 10% | Mar 2026 |
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| Smartleaf Asset Management | 427k | $14M | 7% | Mar 2026 |
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| Assetmark | 426k | $16M | 37% | Jun 2026 |
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| Goss Wealth Management | 389k | $13M | 18% | Mar 2026 |
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| Pensionmark Financial Group | 382k | $13M | 39% | Mar 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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| Gateway Wealth Partners | 350k | $12M | 442% | Mar 2026 |
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| Cary Street Partners Financial | 348k | $13M | 1% | Jun 2026 |
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| Apollon Wealth Management | 348k | $12M | 35% | Mar 2026 |
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| PCG Wealth Advisors | 347k | $12M | 54% | Mar 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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| High Net Worth Advisory Group | 331k | $13M | 4% | Jun 2026 |
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| Betterment | 330k | $11M | 100% | Mar 2026 |
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| Jane Street | 329k | $11M | 64% | Mar 2026 |
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| IFP Advisors | 329k | $11M | 4% | Mar 2026 |
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| Hartmann Taylor Wealth Management | 326k | $11M | 0% | Jun 2026 |
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| Merit Financial Group | 318k | $12M | 10% | Jun 2026 |
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| Smith, Moore & Co. | 317k | $11M | 3% | Mar 2026 |
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| Base Wealth Management | 315k | $11M | -7% | Mar 2026 |
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| Quantum Financial Planning Services | 313k | $11M | -2% | Mar 2026 |
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| CLG | 301k | $11M | 47% | Jun 2026 |
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| Capital Management Associates | 299k | $10M | 11% | Mar 2026 |
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| Stratos Wealth Partners | 299k | $10M | 10% | Mar 2026 |
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| Capital Group Private Client Services | 298k | $10M | 43% | Mar 2026 |
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| Boyer Financial Services | 293k | $10M | 15% | Mar 2026 |
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| Bank of America Corporation | 283k | $9.7M | 100% | Mar 2026 |
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| Cullen Frost Bankers | 283k | $11M | 9% | Jun 2026 |
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| Geneos Wealth Management | 280k | $9.6M | 4% | Mar 2026 |
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| Founders Financial Securities | 279k | $10M | 20% | Mar 2026 |
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| UBS Group | 278k | $9.6M | 38% | Mar 2026 |
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| LongView Wealth Management | 277k | $11M | 5% | Jun 2026 |
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| AdvisorNet Financial | 272k | $10M | 12% | Jun 2026 |
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| Seamount Financial Group | 258k | $9.8M | 7% | Jun 2026 |
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| Venture Visionary Partners | 238k | $8.2M | 6% | Mar 2026 |
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| HighTower Advisors | 227k | $7.8M | 8% | Mar 2026 |
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| Integrated Wealth Concepts | 227k | $7.8M | 16% | Mar 2026 |
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| Citadel Advisors | 223k | $7.7M | 33% | Mar 2026 |
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| Essex Financial Services | 217k | $7.5M | 33% | Mar 2026 |
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| Independent Advisor Alliance | 217k | $7.5M | 100% | Mar 2026 |
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| Branch Banking & Trust Company | 214k | $8.1M | 25% | 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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| Endeavor Private Wealth | 204k | $7.0M | -5% | Mar 2026 |
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| Advisory Services Network | 191k | $6.6M | 21% | Mar 2026 |
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| Equitable Holdings | 186k | $6.6M | 18% | Mar 2026 |
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| Westside Investment Management | 180k | $6.2M | 23% | Mar 2026 |
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| Tempus Wealth Planning | 174k | $6.0M | 4% | Mar 2026 |
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| Clear Creek Financial Management | 174k | $6.6M | 6% | Jun 2026 |
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| Kingsview Wealth Management | 171k | $5.9M | -4% | Mar 2026 |
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| Prospera Financial Services | 167k | $5.7M | 13% | Mar 2026 |
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| Bleakley Financial Group | 165k | $5.7M | 18% | Mar 2026 |
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| Sagespring Wealth Partners | 164k | $5.6M | 18% | Mar 2026 |
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| Michael Brady & Co | 163k | $5.6M | 10% | Mar 2026 |
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| Rockefeller Capital Management | 158k | $5.4M | 79% | Mar 2026 |
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| ValMark Advisers | 156k | $5.4M | 32% | Mar 2026 |
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| Merited Wealth | 155k | $5.3M | 3% | Mar 2026 |
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| Thoroughbred Financial Services | 151k | $5.2M | 8% | Mar 2026 |
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| First Heartland Consultants | 149k | $5.7M | 2% | Jun 2026 |
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| Integrity Advisory Solutions | 148k | $5.1M | 2% | Mar 2026 |
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| WealthCare Investment Partners | 146k | $5.1M | 0% | Mar 2026 |
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| CVFG | 144k | $4.9M | 16% | Mar 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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| Sigma Planning | 142k | $4.9M | 14% | Mar 2026 |
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| Envestnet Portfolio Solutions | 139k | $4.8M | 16% | Mar 2026 |
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| Captrust Financial Advisors | 138k | $4.8M | 6% | Mar 2026 |
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| CWS Financial Advisors | 137k | $5.2M | 13% | Jun 2026 |
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| AA Financial Advisors | 136k | $4.7M | 110% | Mar 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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| Signature Estate and Investment Advisors | 130k | $4.5M | 17% | 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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| Davenport & Co | 123k | $4.2M | 38% | Mar 2026 |
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| Taylor Financial Group | 122k | $4.6M | 5% | Jun 2026 |
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| Centaurus Financial | 121k | $4.2M | 13% | Mar 2026 |
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| Steward Partners Investment Advisory | 121k | $4.2M | 64% | Mar 2026 |
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| Ameriprise Financial | 121k | $4.2M | -17% | Mar 2026 |
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| VVR Holdings | 112k | $3.9M | 100% | Mar 2026 |
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| Patriot Financial Group Insurance Agency | 109k | $4.1M | -46% | Jun 2026 |
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| Evergreen Wealth Solutions | 108k | $3.7M | 1419% | Mar 2026 |
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| Cassady Wealth & Retirement Planning | 108k | $3.9M | 11% | Mar 2026 |
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| HighPoint Advisor | 104k | $3.6M | 111% | Mar 2026 |
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| StrongBox Wealth | 102k | $3.9M | 4% | Jun 2026 |
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| Fifth Third Bancorp | 97k | $3.3M | 100% | Mar 2026 |
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| Sovran Advisors | 97k | $3.6M | 10% | Jun 2026 |
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| Blueprint Financial Advisors | 97k | $3.3M | 17% | Mar 2026 |
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| Blueprint Investment Partners | 97k | $3.3M | 17% | Mar 2026 |
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| Stratos Wealth Advisors | 95k | $3.3M | 17% | Mar 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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| Continuum Advisory | 94k | $3.2M | 34% | Mar 2026 |
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| WNY Asset Management | 93k | $3.2M | 100% | Mar 2026 |
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| RFG Advisory | 89k | $3.1M | 1% | Mar 2026 |
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| Mutual Advisors | 88k | $3.0M | 50% | Mar 2026 |
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| J Hagan Capital | 84k | $2.9M | -13% | Mar 2026 |
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| Private Client Services | 80k | $3.0M | 1209% | Jun 2026 |
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| Mascagni Wealth Management | 79k | $2.7M | 8% | Mar 2026 |
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| Burford Brothers | 73k | $2.8M | 3% | Jun 2026 |
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| Vestmark Advisory Solutions | 68k | $2.3M | 100% | Mar 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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| HBW Advisory Services | 58k | $2.2M | 14% | Jun 2026 |
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| Security Financial Services | 58k | $2.0M | 17% | Mar 2026 |
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| Creekside Partners | 58k | $2.0M | 10% | Mar 2026 |
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| Asset Allocation Strategies | 57k | $1.9M | 272% | Mar 2026 |
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| We Are One Seven | 56k | $1.9M | 4% | Mar 2026 |
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| Capital Analysts | 55k | $1.9M | 384% | Mar 2026 |
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| Ausdal Financial Partners | 54k | $1.8M | 15% | Mar 2026 |
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| Bare Financial Services | 51k | $1.8M | 15% | Mar 2026 |
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| Lantern Wealth Advisors | 50k | $1.9M | 11% | Jun 2026 |
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| EverSource Wealth Advisors | 49k | $1.8M | -5% | Jun 2026 |
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| VestGen Advisors | 42k | $1.6M | -54% | Mar 2026 |
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| Englebert Financial Advisers | 33k | $1.1M | -40% | Mar 2026 |
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| Baird Financial | 33k | $1.1M | -85% | Mar 2026 |
|
| J.w. Cole Advisors | 5.9k | $203k | -89% | Mar 2026 |
|
Who sold out of Capital Group Core Balanced?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 2.0M | $73M |
| Susquehanna International | Dec 2025 | 159k | $5.6M |
| Old Mission Capital | Dec 2025 | 58k | $2.0M |