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CGBLCGBL
11 quarters

Position history for MML INVESTORS SERVICES, LLCMML INVESTORS SERVICES, LLC's holdings in CAPITAL GROUP CORE BALANCED

MML INVESTORS SERVICES, LLC holds 1.3M shares of CGBL (CAPITAL GROUP CORE BALANCED), worth $51.2M as of 2026-Q2. The position was increased (+28.4% shares). CGBL represents 0.1% of MML INVESTORS SERVICES, LLC's portfolio.

Current Value

$51.2M

Current Shares

1.3M

Total Value Change

+$49.7M

Total Shares Change

+1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+28.4%
$51.2M0.1%$37.96
44
2026-Q1
Increased
1M
+7.5%
$36.1M0.1%$35.96
37
2025-Q4
Increased
976,578
+16.6%
$34.5M0.1%$35.50
34
2025-Q3
Increased
837,490
+18.6%
$29.1M0.1%$34.48
34
2025-Q2
Increased
706,202
+24.8%
$23.6M0.1%$32.89
35
2025-Q1
Increased
566,110
+20.1%
$17.5M0.1%$30.35
34
2024-Q4
Increased
471,160
+94.0%
$14.7M0.1%$30.69
45
2024-Q3
Increased
242,924
+18.2%
$7.5M0.0%$30.22
32
2024-Q2
Increased
205,456
+224.0%
$6.1M0.0%$28.80
44
2024-Q1
Increased
63,407
+22.5%
$1.8M0.0%$28.07
31
2023-Q4
New
51,771
-
$1.4M0.0%$26.26
35

Other major holders of CGBL: LPL Financial LLC, WELLS FARGO & COMPANY/MN, ENVESTNET ASSET MANAGEMENT INC

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