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Capital Group Fixed Income E shares owned by Carlson Financial

Quarter-by-quarter ownership of Capital Group Fixed Income E (CGMU) shares owned by Carlson Financial from 13F filings

Historical chart of Carlson Financial investment in Capital Group Fixed Income E

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Fixed Income E held by Carlson Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Fixed Income E by Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $354k 13k 27.47
2026-03-31 $384k 14k 27.15
2025-12-31 $365k 13k 27.38

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Top funds holding Capital Group Fixed Income E

Capital Research and Management Company - Division 3
Envestnet Asset Management
LPL Financial
Morgan Stanley
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Jones Financial Companies, L.L
Cetera Investment Advisers
UBS Group
Raymond James Financial
Commonwealth Equity Services
Advisor Group Holdings
Mml Investors Services
Bank of America Corporation
Stifel Financial

View all funds holding Capital Group Fixed Income E