Capital Group Core Balanced shares owned by Keystone Financial Group
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Keystone Financial Group
from 13F filings
Historical chart of Keystone 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 Keystone 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 Keystone Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.1M | 31k | 35.33 |
| 2025-09-30 | $303k | 9.1k | 33.44 |
| 2025-06-30 | $303k | 9.1k | 33.44 |
| 2025-03-31 | $232k | 7.5k | 30.98 |