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Capital Group Core Balanced shares owned by Raymond James & Associates

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Raymond James & Associates from 13F filings

Historical chart of Raymond James & Associates investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by Raymond James & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by Raymond James & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 492k 31.05
2024-06-30 $565k 19k 29.73

More positions owned by Raymond James & Associates

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Mcp Etf (IJH)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Home Depot (HD)
UnitedHealth (UNH)

View all positions for Raymond James & Associates

Top funds holding Capital Group Core Balanced

Advance Capital Management
LPL Financial
Royal Bank of Canada
Envestnet Asset Management
Cambridge Investment Research Advisors
Commonwealth Equity Services
Morgan Stanley
Wealth Enhancement Advisory Services
Raymond James & Associates
D. J. St. Germain
Jane Street
Cetera Investment Advisers
Private Advisor
Kestra Advisory Services
Mml Investors Services

View all funds holding Capital Group Core Balanced