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
Download as csvQuarterly 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 |
More positions owned by Buckingham Strategic Partners
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