Question 1

Does Private Advisor Group own CGBL stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Private Advisor Group holds 905,873 shares of CGBL (Capital Group Core Balanced), worth $34.4M.

Question 2

How many shares of CGBL does Private Advisor Group own?

Accepted Answer

As of its Q2 2026 13F, Private Advisor Group holds 905,873 shares of CGBL (Capital Group Core Balanced).

Question 3

What is Private Advisor Group's CGBL position worth?

Accepted Answer

As of its Q2 2026 13F, Private Advisor Group's CGBL position is worth $34.4M.

Question 4

Is Private Advisor Group buying or selling CGBL?

Accepted Answer

In Q2 2026, Private Advisor Group increased its CGBL position by 314,832 shares (+53.3%).

Question 5

When did Private Advisor Group first buy CGBL?

Accepted Answer

Private Advisor Group first reported CGBL in its Q1 2024 13F and has listed it in 10 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	905,873	+53.3%	$34.4M	0.2%	$37.75	49
2026-Q1	Increased	591,041	+24.3%	$20.3M	0.1%	$34.07	35
2025-Q4	Decreased	475,632	-7.8%	$16.8M	0.1%	$34.85	0
2025-Q3	Increased	515,755	+16.0%	$17.9M	0.1%	$34.03	33
2025-Q2	Increased	444,601	+20.1%	$14.9M	0.1%	$32.61	33
2025-Q1	Increased	370,123	+16.3%	$11.5M	0.1%	$30.06	32
2024-Q4	Increased	318,296	+20.9%	$10M	0.1%	$30.22	33
2024-Q3	Increased	263,295	+300.1%	$8.2M	0.1%	$29.81	44