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Position history for LPL Financial LLCLPL Financial LLC's holdings in CAPITAL GROUP CORE BALANCED

LPL Financial LLC holds 18.7M shares of CGBL (CAPITAL GROUP CORE BALANCED), worth $710.5M as of 2026-Q2. The position was increased (+25.6% shares). CGBL represents 0.2% of LPL Financial LLC's portfolio.

Current Value

$710.5M

Current Shares

18.7M

Total Value Change

+$632.5M

Total Shares Change

+16.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
18.7M
+25.6%
$710.5M0.2%$37.96
47
2026-Q1
Increased
14.9M
+18.6%
$513M0.1%$35.96
44
2025-Q4
Increased
12.6M
+27.7%
$444.3M0.1%$35.50
47
2025-Q3
Increased
9.8M
+32.2%
$342M0.1%$34.48
40
2025-Q2
Increased
7.4M
+35.3%
$249.1M0.1%$32.89
40
2025-Q1
Increased
5.5M
+45.4%
$170.5M0.1%$30.35
41
2024-Q4
Increased
3.8M
+50.7%
$118.4M0.0%$30.69
42
2024-Q3
Increased
2.5M
+73.5%
$78M0.0%$30.22
45

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

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