CGBL — Capital Group Core Balanced Institutional Holders · Q3 2026
Who owns Capital Group Core Balanced (CGBL)? 19 institutions reported holding $39.54M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Venture Visionary Partners LLC ($12.4M), Worth Asset Management, LLC ($7.4M), First Heartland Consultants, Inc. ($5.9M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Venture Visionary Partners LLC | $12.4M | 336,374 | Added |
| 2 | Worth Asset Management, LLC | $7.4M | 201,745 | Trimmed |
| 3 | First Heartland Consultants, Inc. | $5.9M | 160,324 | Added |
| 4 | PRIVATE CLIENT SERVICES, LLC | $4.0M | 108,591 | Added |
| 5 | TITLEIST ASSET MANAGEMENT, LLC | $1.5M | 40,690 | Trimmed |
| 6 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $1.4M | 36,748 | Trimmed |
| 7 | Wisconsin Wealth Advisors, LLC | $1.3M | 35,694 | Added |
| 8 | Lincoln Capital LLC | $1.1M | 29,639 | Added |
| 9 | Nautilus Advisors LLC | $1.1M | 29,274 | Trimmed |
| 10 | Farther Finance Advisors, LLC | $791,411 | 21,535 | Trimmed |
| 11 | FINANCIAL MANAGEMENT NETWORK INC | $682,806 | 18,489 | Trimmed |
| 12 | Williams & Novak, LLC | $554,580 | 15,091 | Trimmed |
| 13 | Bill Few Associates, Inc. | $437,325 | 11,900 | Added |
| 14 | Cooper Financial Group | $399,836 | 10,880 | Added |
| 15 | Retireful, LLC | $298,447 | 8,121 | Added |
| 16 | M.E. ALLISON & CO., INC. | $235,568 | 6,410 | Hold |
| 17 | CX Institutional | $78,000 | 2,120 | New |
| 18 | CoreCap Advisors, LLC | $77,984 | 2,122 | Added |
| 19 | Trust Co | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30