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STIFEL FINANCIAL CORP

Position in CGBL — Capital Group Core Balanced ETF

CIK 720672 ST. LOUIS, MO

Position in CGBL

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$59,398,441
+$15,720,108 QoQ
Shares Held
1,564,764
+23.3% QoQ
Ownership
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#9
of 97 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 97% Shared 0% None 3%

Common Shares in CGBL Over Time

Shares Held

Position Value (USD)

All Filings in CGBL

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $59,398,441 1,564,764
2026-03-31 $43,678,333 1,269,350
2025-12-31 $37,263,610 1,054,730
2025-09-30 $28,601,814 823,785
2025-06-30 $14,693,970 439,413
2025-03-31 $8,703,676 280,945
2024-12-31 $5,628,443 179,995
2024-09-30 $3,764,750 121,248
2024-06-30 $2,251,898 75,745
2024-03-31 $920,254 31,613