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CGBLCGBL
11 quarters

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

Yes. MML Investors Services holds 1,347,667 shares of CGBL (Capital Group Core Balanced), worth $51.2M, as of its Q2 2026 13F filing. It increased the position by 297,762 shares (+28.4%) from Q1 2026. MML Investors Services has held CGBL since Q4 2023, across 11 quarterly 13F filings. CGBL is 0.1% of MML Investors Services' reported 13F 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%$37.75
44
2026-Q1
Increased
1M
+7.5%
$36.1M0.1%$34.07
37
2025-Q4
Increased
976,578
+16.6%
$34.5M0.1%$34.85
34
2025-Q3
Increased
837,490
+18.6%
$29.1M0.1%$34.03
34
2025-Q2
Increased
706,202
+24.8%
$23.6M0.1%$32.61
35
2025-Q1
Increased
566,110
+20.1%
$17.5M0.1%$30.06
34
2024-Q4
Increased
471,160
+94.0%
$14.7M0.1%$30.22
45
2024-Q3
Increased
242,924
+18.2%
$7.5M0.0%$29.81
32
2024-Q2
Increased
205,456
+224.0%
$6.1M0.0%$28.41
44
2024-Q1
Increased
63,407
+22.5%
$1.8M0.0%$27.69
31
2023-Q4
New
51,771
-
$1.4M0.0%$25.91
35

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

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