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Capital Group Core Balanced shares owned by Smith Thornton Advisors

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

Historical chart of Smith Thornton 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 Smith Thornton 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 Smith Thornton Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $355k 11k 31.05

More positions owned by Smith Thornton Advisors

Victory Portfolios Ii Core Intermediat (UITB)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core Div Grwth (DGRO)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core Us Aggbd Et (AGG)
Globe Life (GL)
Alphabet Cap Stk Cl A (GOOGL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Regions Financial Corporation (RF)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)

View all positions for Smith Thornton Advisors

Top funds holding Capital Group Core Balanced

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

View all funds holding Capital Group Core Balanced