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CGBLCGBL
7 quarters

Position history for RAYMOND JAMES FINANCIAL INCRAYMOND JAMES FINANCIAL INC's holdings in CAPITAL GROUP CORE BALANCED

RAYMOND JAMES FINANCIAL INC holds 5.7M shares of CGBL (CAPITAL GROUP CORE BALANCED), worth $215.4M as of 2026-Q2. The position was increased (+52.5% shares). CGBL represents 0.1% of RAYMOND JAMES FINANCIAL INC's portfolio.

Current Value

$215.4M

Current Shares

5.7M

Total Value Change

+$189M

Total Shares Change

+4.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5.7M
+52.5%
$215.4M0.1%$37.96
43
2026-Q1
Increased
3.7M
+43.1%
$128M0.0%$35.96
41
2025-Q4
Increased
2.6M
+17.7%
$91.9M0.0%$35.50
35
2025-Q3
Increased
2.2M
+20.2%
$76.7M0.0%$34.48
35
2025-Q2
Increased
1.8M
+75.6%
$61.5M0.0%$32.89
45
2025-Q1
Increased
1M
+24.1%
$32.4M0.0%$30.35
35
2024-Q4
New
843,786
-
$26.4M0.0%$30.69
40

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

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