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Capital Group Core Equity Et shares owned by Keystone Financial Group

Quarter-by-quarter ownership of Capital Group Core Equity Et (CGUS) shares owned by Keystone Financial Group from 13F filings

Historical chart of Keystone Financial Group investment in Capital Group Core Equity Et

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All positions including Capital Group Core Equity Et held by Keystone Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Equity Et by Keystone Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 56k 39.54
2025-06-30 $2.0M 53k 36.95
2025-03-31 $1.5M 45k 33.40
2024-12-31 $1.2M 34k 34.97

More positions owned by Keystone Financial Group

Spdr S&p 500 Etf MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Palantir Technologies Common Stock (PLTR)
Nvidia Corp Common Stock (NVDA)
Vanguard Total MF Closed and MF Open (VTI)
Spdr Portfolio MF Closed and MF Open (SPLG)
Tesla Common Stock (TSLA)
Spdr Portfolio MF Closed and MF Open (SPYG)
Victoryshares Free MF Closed and MF Open (VFLO)
Microsoft Corp Common Stock (MSFT)
Ishares U S MF Closed and MF Open (DYNF)
Meta Platforms Common Stock (META)
Amazon Common Stock (AMZN)
Vanguard S&p 500 Etf MF Closed and MF Open (VOO)
Berkshire Hathaway Class Class B Common Stock (BRK.B)

View all positions for Keystone Financial Group

Top funds holding Capital Group Core Equity Et

LPL Financial
Envestnet Asset Management
Raymond James Financial
Capital Research and Management Company - Division 3
Cetera Investment Advisers
Morgan Stanley
Jones Financial Companies, L.L
Capital Group Private Client Services
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Commonwealth Equity Services
Mml Investors Services
Cambridge Investment Research Advisors
Merit Financial Group
Royal Bank of Canada

View all funds holding Capital Group Core Equity Et