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Capital Group Core Balanced shares owned by Security Financial Services

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

Historical chart of Security Financial Services investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Security Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 49k 35.33
2025-09-30 $1.6M 45k 34.72
2025-06-30 $794k 24k 33.44

More positions owned by Security Financial Services

Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Us Equity Market (DFUS)
Spdr Series Trust State Street Spd (SPTL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Blackrock Etf Trust Ishares Us Thema (THRO)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)

View all positions for Security Financial Services

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced