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Position history for STIFEL FINANCIAL CORPSTIFEL FINANCIAL CORP's holdings in CAPITAL GROUP CORE BALANCED

STIFEL FINANCIAL CORP holds 1.6M shares of CGBL (CAPITAL GROUP CORE BALANCED), worth $59.4M as of 2026-Q2. The position was increased (+23.3% shares). CGBL represents 0.0% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$59.4M

Current Shares

1.6M

Total Value Change

+$55.6M

Total Shares Change

+1.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.6M
+23.3%
$59.4M0.0%$37.96
36
2026-Q1
Increased
1.3M
+20.4%
$43.7M0.0%$35.96
35
2025-Q4
Increased
1.1M
+28.0%
$37.3M0.0%$35.50
36
2025-Q3
Increased
823,785
+87.5%
$28.6M0.0%$34.48
45
2025-Q2
Increased
439,413
+56.4%
$14.7M0.0%$32.89
40
2025-Q1
Increased
280,945
+56.1%
$8.7M0.0%$30.35
39
2024-Q4
Increased
179,995
+48.5%
$5.6M0.0%$30.69
37
2024-Q3
Increased
121,248
+60.1%
$3.8M0.0%$30.22
38

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

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