Capital Group Core Balanced shares owned by Stifel Financial
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Stifel Financial
from 13F filings
Historical chart of Stifel Financial investment in Capital Group Core Balanced
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All positions including Capital Group Core Balanced held by Stifel Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Capital Group Core Balanced by Stifel Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $29M | 824k | 34.72 |
| 2025-06-30 | $15M | 439k | 33.44 |
| 2025-03-31 | $8.7M | 281k | 30.98 |
| 2024-12-31 | $5.6M | 180k | 31.27 |
| 2024-09-30 | $3.8M | 121k | 31.05 |
| 2024-06-30 | $2.3M | 76k | 29.73 |
| 2024-03-31 | $920k | 32k | 29.11 |