FLAGSHIP HARBOR ADVISORS, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1691766
BOSTON, MA
Position in CGBL
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$17,786,941
+$7,749,936 QoQ
Shares Held
516,912
+82.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGBL Over Time
Shares Held
Position Value (USD)
All Filings in CGBL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,786,941 | 516,912 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $10,037,005 | 284,093 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $7,653,294 | 220,429 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $6,519,428 | 194,959 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||