Patriot Financial Group Insurance Agency, LLC
InsurancePosition in CGBL — Capital Group Core Balanced ETF
CIK 1694883
Westborough, MA
Position in CGBL
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$6,968,782
+$5,116,572 QoQ
Shares Held
202,522
+286.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGBL Over Time
Shares Held
Position Value (USD)
All Filings in CGBL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,968,782 | 202,522 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,852,210 | 52,426 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,589,342 | 45,776 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,862,775 | 55,705 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,350,944 | 43,607 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $997,387 | 31,896 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $748,460 | 24,105 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||