Stonebridge Financial Group, LLC / MO »

Capital Group Core Balanced shares owned by Stonebridge Financial Group, LLC / MO

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Stonebridge Financial Group, LLC / MO from 13F filings

Historical chart of Stonebridge Financial Group, LLC / MO investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by Stonebridge Financial Group, LLC / MO consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by Stonebridge Financial Group, LLC / MO

Quarter filed Position value Share count Share price at filing
2026-06-30 $679k 18k 37.96
2026-03-31 $396k 12k 34.41
2025-12-31 $308k 8.7k 35.33

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View all positions for Stonebridge Financial Group, LLC / MO

Top funds holding Capital Group Core Balanced

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