Skip to main content

Sun Financial Inc

Position in CGBL — Capital Group Core Balanced ETF

CIK 2067342 MIDVALE, UT

Position in CGBL

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$1,545,958
+$145,747 QoQ
Shares Held
40,726
+0.1% QoQ
Ownership
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#52
of 97 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,545,958 40,726
2026-03-31 $1,400,211 40,692
2025-12-31 $1,415,708 40,071