Question 1

How many shares of CGBL does OSAIC HOLDINGS, INC. own?

Accepted Answer

As of 2026-Q2, OSAIC HOLDINGS, INC. holds 3.6M shares of CGBL (CAPITAL GROUP CORE BALANCED).

Question 2

What is OSAIC HOLDINGS, INC.'s CGBL position worth?

Accepted Answer

As of 2026-Q2, OSAIC HOLDINGS, INC.'s CGBL position is worth $136.1M.

Question 3

Is OSAIC HOLDINGS, INC. buying or selling CGBL?

Accepted Answer

In 2026-Q2, OSAIC HOLDINGS, INC. increased their CGBL position (+27.8% change in shares).

Question 4

When did OSAIC HOLDINGS, INC. first buy CGBL?

Accepted Answer

Based on available 13F filings, OSAIC HOLDINGS, INC. first reported a position in CGBL in 2023-Q3. They have held the position across 12 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	3.6M	+27.8%	$136.1M	0.2%	$37.96	45
2026-Q1	Increased	2.8M	+7.7%	$96.6M	0.1%	$35.96	39
2025-Q4	Increased	2.6M	+24.9%	$92.1M	0.1%	$35.50	44
2025-Q3	Increased	2.1M	+45.7%	$71.9M	0.1%	$34.48	48
2025-Q2	Decreased	1.4M	-12.2%	$47.9M	0.1%	$32.89	0
2025-Q1	Increased	1.6M	+38.5%	$50.6M	0.1%	$30.35	46
2024-Q4	Increased	1.2M	+47.0%	$36.8M	0.1%	$30.69	40
2024-Q3	Increased	801,278	+27.9%	$24.9M	0.1%	$30.22	36
2024-Q2	Increased	626,751	+15.7%	$18.6M	0.0%	$28.80	33
2024-Q1	Increased	541,770	+174.3%	$15.8M	0.0%	$28.07	45
2023-Q4	Increased	197,504	+298x	$5.4M	0.0%	$26.26	44
2023-Q3	New	661	-	$16,505	0.0%	$23.87	28

CGBL12 quarters

CGBL
12 quarters