SEC 13F Intelligence

Cambridge Investment Research Advisors, Inc. / CGBL

Cambridge Investment Research Advisors, Inc.’s Capital Group Core Balanced Position

Does Cambridge Investment Research Advisors, Inc. own Capital Group Core Balanced (CGBL)? Yes — 2.30M shares worth $79M (+0.20% of its 13F portfolio) as of Q1 2026, up from 2.25M shares the prior filed quarter.

Position Value
$79M
Q1 2026
Shares
2.30M
% of Portfolio
+0.20%
Quarters Held
10
currently held

Position History CGBL

Reported value by quarter
Q4 ’23: $6MQ4 ’23Q1 ’24: $14MQ2 ’24: $20MQ2 ’24Q3 ’24: $30MQ4 ’24: $40MQ4 ’24Q1 ’25: $48MQ2 ’25: $55MQ2 ’25Q3 ’25: $67MQ4 ’25: $80MQ4 ’25Q1 ’26: $79Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.30M$79M+0.20%
Q4 20252.25M$80M+0.21%
Q3 20251.92M$67M+0.18%
Q2 20251.64M$55M+0.17%
Q1 20251.55M$48M+0.16%
Q4 20241.27M$40M+0.13%
Q3 2024954.2K$30M+0.10%
Q2 2024679.1K$20M+0.07%
Q1 2024493.9K$14M+0.06%
Q4 2023224.3K$6M+0.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cambridge Investment Research Advisors, Inc.’s full portfolio or all institutional holders of CGBL.