RAYMOND JAMES FINANCIAL INC
Position in CGBL — Capital Group Core Balanced ETF
CIK 720005
ST. PETERSBURG, FL
Position in CGBL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$215,413,015
+$87,375,402 QoQ
Shares Held
5,674,737
+52.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#4
of 97 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,413,015 | 5,674,737 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $128,037,613 | 3,720,942 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $91,894,035 | 2,601,020 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $76,727,692 | 2,209,899 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $61,488,334 | 1,838,766 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $32,448,141 | 1,047,390 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $26,385,187 | 843,786 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||