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Capital Group Core Balanced shares owned by Cooper Financial Group

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Cooper Financial Group from 13F filings

Historical chart of Cooper Financial Group investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Cooper Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $304k 8.0k 37.96

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View all positions for Cooper Financial Group

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Wells Fargo & Company
Morgan Stanley
Cetera Investment Advisers
Forge Financial Services
Raymond James Financial
Commonwealth Equity Services
Advisor Group Holdings
Royal Bank of Canada
Cambridge Investment Research Advisors
CWM
Jones Financial Companies, L.L
Kestra Advisory Services

View all funds holding Capital Group Core Balanced