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Capital Group Core Balanced shares owned by Buckingham Strategic Partners

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Buckingham Strategic Partners from 13F filings

Historical chart of Buckingham Strategic Partners investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by Buckingham Strategic Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by Buckingham Strategic Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $812k 24k 34.41
2025-12-31 $901k 26k 35.33
2025-09-30 $1.4M 41k 34.83
2025-06-30 $540k 16k 33.44
2025-03-31 $383k 12k 30.98