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Capital Group Core Balanced shares owned by PFG Financial Advisors

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

Historical chart of PFG Financial Advisors investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by PFG Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $810k 23k 34.72
2025-06-30 $554k 17k 33.44
2025-03-31 $318k 10k 30.98

More positions owned by PFG Financial Advisors

Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares S&p 500 Index Etf (IVV)
Ishares Core Msci Eafe Etf (IEFA)
Spdr Portfolio Dvlpd World Ex-us Etf (SPDW)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishr Gld Trst Micr Etf Benef Intrst Etf (IAUM)
Ishares Aggregate Bond Etf Etf (AGG)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 100 Index Fund Etf (OEF)
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Fidelity Total Bond Etf Etf (FBND)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Fidelity Msci Cmmnctn Srves Indx Etf (FCOM)

View all positions for PFG Financial Advisors

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced