Raymond James Financial »

Capital Group Core Balanced shares owned by Raymond James Financial

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

Historical chart of Raymond James Financial 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 Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Core Balanced by Raymond James Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $77M 2.2M 34.72
2025-06-30 $62M 1.8M 33.44
2025-03-31 $32M 1.0M 30.98
2024-12-31 $26M 844k 31.27

More positions owned by Raymond James Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Wal-Mart Stores (WMT)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Raymond James Financial

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