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
Tip: Access up to 7 years of quarterly data
All positions including Capital Group Core Balanced held by Stifel Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Capital Group Core Balanced by Stifel Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.3M | 76k | 29.73 |
| 2024-03-31 | $920k | 32k | 29.11 |