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STEPHENS INC /AR/

Position in CGBL — Capital Group Core Balanced ETF

CIK 757657 LITTLE ROCK, AR

Position in CGBL

as of Mar 31, 2026 · filed Apr 28, 2026
Position Value
$2,033,631
-$230,668 QoQ
Shares Held
59,100
-7.8% QoQ
Ownership
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority Sole 0% Shared 100% None 0%

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
2026-03-31 $2,033,631 59,100
2025-12-31 $2,264,299 64,090
2025-09-30 $1,191,937 34,330
2025-06-30 $391,080 11,695