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 | 9.4M | $332M | 1% | Dec 2025 |
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| Envestnet Asset Management | 5.4M | $189M | 32% | Sep 2025 |
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| Cetera Investment Advisers | 2.4M | $82M | 36% | Sep 2025 |
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| Cambridge Investment Research Advisors | 2.3M | $80M | 17% | Dec 2025 |
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| Raymond James Financial | 2.2M | $77M | 20% | Sep 2025 |
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| CWM | 2.2M | $77M | 6% | Dec 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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| Wealth Enhancement Advisory Services | 2.0M | $73M | 5% | Dec 2025 |
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| Royal Bank of Canada | 1.8M | $63M | 18% | Sep 2025 |
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| Aprio Wealth Management | 1.8M | $64M | 100% | Dec 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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| Concurrent Investment Advisors | 844k | $30M | 73% | Dec 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 | 686k | $24M | 4% | Dec 2025 |
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| KWB Wealth | 674k | $24M | 84% | Dec 2025 |
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| Benjamin Edwards | 647k | $23M | 66% | Dec 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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| Greenbush Financial Group | 515k | $18M | 11% | Dec 2025 |
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| Confluence Wealth Services | 493k | $17M | 75% | Dec 2025 |
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| Kestra Private Wealth Services | 480k | $17M | 2% | Dec 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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| Smartleaf Asset Management | 381k | $13M | 13% | Sep 2025 |
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| Mesirow Financial Investment Management International Equity | 368k | $13M | 27% | Sep 2025 |
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| Cary Street Partners Financial | 356k | $13M | -4% | Dec 2025 |
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| Base Wealth Management | 341k | $12M | 5% | Dec 2025 |
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| Hartmann Taylor Wealth Management | 323k | $11M | 5% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 320k | $11M | 95% | Sep 2025 |
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| Quantum Financial Planning Services | 319k | $11M | 15% | Dec 2025 |
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| IFP Advisors | 317k | $11M | 6% | Dec 2025 |
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| Johnson Bixby & Associates | 317k | $11M | 25% | Dec 2025 |
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| Smith, Moore & Co. | 308k | $11M | 25% | Dec 2025 |
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| High Net Worth Advisory Group | 296k | $11M | 11% | Dec 2025 |
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| D.A. Davidson & Co. | 295k | $10M | 6% | Dec 2025 |
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| VestGen Advisors | 287k | $9.9M | 3% | Sep 2025 |
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| Pensionmark Financial Group | 274k | $9.3M | 58% | Dec 2025 |
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| Stratos Wealth Partners | 273k | $9.6M | 47% | Dec 2025 |
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| Capital Management Associates | 271k | $9.6M | 22% | Dec 2025 |
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| Geneos Wealth Management | 270k | $9.5M | 41% | Dec 2025 |
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| Apollon Wealth Management | 257k | $9.1M | 18% | Dec 2025 |
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| Cullen Frost Bankers | 255k | $9.0M | 33% | Dec 2025 |
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| Boyer Financial Services | 254k | $9.0M | 100% | Dec 2025 |
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| LongView Wealth Management | 245k | $8.9M | 27% | Dec 2025 |
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| Merit Financial Group | 243k | $8.6M | 27% | Dec 2025 |
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| Assetmark | 225k | $8.0M | 83% | Dec 2025 |
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| Flagship Harbor Advisors | 220k | $7.7M | 13% | Sep 2025 |
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| Baird Financial | 208k | $7.2M | 2% | Sep 2025 |
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| Clarity Wealth Advisors | 207k | $7.3M | 39% | Dec 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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| UBS Group | 201k | $7.1M | 25% | Dec 2025 |
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| Worth Asset Management | 197k | $7.0M | 14% | Dec 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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| Seamount Financial Group | 194k | $6.8M | 26% | Dec 2025 |
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| Founders Financial Securities | 187k | $6.5M | 3% | Sep 2025 |
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| Kingsview Wealth Management | 177k | $6.3M | 17% | Dec 2025 |
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| Tempus Wealth Planning | 168k | $5.9M | 8% | Dec 2025 |
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| CLG | 164k | $5.8M | 32% | Dec 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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| Michael Brady & Co | 148k | $5.2M | 100% | Dec 2025 |
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| WealthCare Investment Partners | 147k | $5.2M | 100% | Dec 2025 |
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| Westside Investment Management | 146k | $5.2M | 23% | Dec 2025 |
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| Integrity Advisory Solutions | 146k | $5.1M | 100% | Dec 2025 |
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| Jane Street | 140k | $4.9M | 0% | Sep 2025 |
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| Bleakley Financial Group | 139k | $4.9M | 7% | Dec 2025 |
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| Sagespring Wealth Partners | 139k | $4.9M | 14% | Dec 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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| First Heartland Consultants | 134k | $4.7M | 37% | Dec 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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| Branch Banking & Trust Company | 127k | $4.5M | 27% | Dec 2025 |
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| Sigma Planning | 124k | $4.4M | 7% | Dec 2025 |
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| CVFG | 123k | $4.4M | 4% | Dec 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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| Venture Visionary Partners | 119k | $4.1M | 39% | Sep 2025 |
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| ValMark Advisers | 119k | $4.2M | 29% | Dec 2025 |
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| Challenger Wealth Management | 117k | $4.1M | 7% | Sep 2025 |
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| Taylor Financial Group | 111k | $3.9M | 0% | Dec 2025 |
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| Signature Estate and Investment Advisors | 111k | $3.9M | 10% | Dec 2025 |
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| Captrust Financial Advisors | 109k | $3.8M | 34% | Sep 2025 |
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| PFG Advisors | 109k | $3.8M | 44% | Dec 2025 |
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| CWS Financial Advisors | 107k | $3.8M | 9% | Dec 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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| Clear Creek Financial Management | 105k | $3.7M | 9% | Dec 2025 |
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| Envestnet Portfolio Solutions | 104k | $3.6M | 22% | Sep 2025 |
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| J Hagan Capital | 98k | $3.4M | 0% | Sep 2025 |
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| Centaurus Financial | 93k | $3.2M | 0% | Sep 2025 |
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| Davenport & Co | 89k | $3.1M | 42% | Dec 2025 |
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| Sovran Advisors | 86k | $3.1M | 3% | Dec 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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| Burford Brothers | 68k | $2.4M | 68% | Dec 2025 |
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| Brian McDonald | 67k | $2.4M | 11% | Dec 2025 |
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| ORG Partners | 66k | $2.3M | 40% | Dec 2025 |
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| AA Financial Advisors | 65k | $2.3M | 2% | Dec 2025 |
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| Stratos Wealth Advisors | 64k | $2.2M | 60% | Sep 2025 |
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| Stephens | 64k | $2.3M | 87% | Dec 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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| Mutual Advisors | 59k | $2.1M | 26% | Dec 2025 |
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| Dahring | Cusmano | 56k | $1.9M | 12% | Sep 2025 |
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| Englebert Financial Advisers | 55k | $1.9M | 100% | Dec 2025 |
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| Renaissance Technologies | 54k | $1.9M | -42% | Sep 2025 |
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| Patriot Financial Group Insurance Agency | 52k | $1.9M | 15% | Dec 2025 |
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| Farther Finance Advisors | 52k | $1.8M | 100% | Dec 2025 |
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| Security Financial Services | 49k | $1.7M | 10% | Dec 2025 |
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| WNY Asset Management | 49k | $1.7M | 16% | Sep 2025 |
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| Keystone Wealth Services | 48k | $1.7M | 19% | Dec 2025 |
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| HBW Advisory Services | 46k | $1.6M | 13% | Dec 2025 |
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| Continuum Advisory | 45k | $1.6M | 86% | Sep 2025 |
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| Bare Financial Services | 44k | $1.6M | 4% | Dec 2025 |
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| Beacon Financial Advisory | 43k | $1.5M | 9% | 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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| United Advisor Group | 40k | $1.4M | 15% | Dec 2025 |
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| Sun Financial | 40k | $1.4M | 100% | Dec 2025 |
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| Vantage Financial Partners | 38k | $1.3M | 13% | Sep 2025 |
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| Smith Thornton Advisors | 38k | $1.3M | 27% | Dec 2025 |
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| Rockefeller Capital Management | 37k | $1.3M | 100% | Sep 2025 |
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| Ashton Thomas Securities | 37k | $1.3M | 9% | Dec 2025 |
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| Integrity Alliance | 36k | $1.3M | 100% | Dec 2025 |
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| Nautilus Advisors | 35k | $1.2M | 2% | Dec 2025 |
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| NWF Advisory Services | 35k | $1.2M | 100% | Sep 2025 |
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| Western Wealth Management | 34k | $1.2M | 100% | Sep 2025 |
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| RIA Advisory Group | 34k | $1.2M | 10% | Dec 2025 |
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| Gateway Wealth Partners | 34k | $1.2M | 36% | Sep 2025 |
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| Wisconsin Wealth Advisors | 34k | $1.2M | 18% | Dec 2025 |
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| AdvisorNet Financial | 33k | $1.2M | 27% | Sep 2025 |
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| PFG Financial Advisors | 33k | $1.2M | 41% | Dec 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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| Brookwood Investment Group | 31k | $1.1M | 53% | Dec 2025 |
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| Keystone Financial Group | 31k | $1.1M | 100% | Dec 2025 |
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| Summit Financial | 31k | $1.1M | 100% | Sep 2025 |
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| Strategic Blueprint | 20k | $721k | -87% | Dec 2025 |
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| TCG Advisory Services | 20k | $703k | -42% | Sep 2025 |
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| Davies Financial Advisors | 20k | $688k | -63% | Dec 2025 |
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| Franklin Resources | 19k | $656k | -69% | Sep 2025 |
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| Ameritas Advisory Services | 12k | $434k | -70% | Dec 2025 |
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| Old Mission Capital | 7.1k | $246k | -97% | Sep 2025 |
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Who sold out of Capital Group Core Balanced?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Jun 2025 | 305k | $10M |
| Mach-1 Financial Group | Sep 2025 | 143k | $5.0M |
| GPS Wealth Strategies Group | Sep 2025 | 73k | $2.5M |
| Financial Advocates Investment Management | Jun 2025 | 35k | $1.2M |