SEC 13F Intelligence

Northwest Financial Advisors / CGBL

Northwest Financial Advisors’s Capital Group Core Balanced Position

Does Northwest Financial Advisors own Capital Group Core Balanced (CGBL)? Yes — 26.4K shares worth $908,770 (+1.75% of its 13F portfolio) as of Q1 2026, up from 19.1K shares the prior filed quarter.

Position Value
$908,770
Q1 2026
Shares
26.4K
% of Portfolio
+1.75%
Quarters Held
5
currently held

Position History CGBL

Reported value by quarter
Q3 ’24: $4,285Q3 ’24Q2 ’25: $441,241Q2 ’25Q3 ’25: $458,368Q3 ’25Q4 ’25: $674,347Q4 ’25Q1 ’26: $908,770Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202626.4K$908,770+1.75%
Q4 202519.1K$674,347+1.39%
Q3 202513.2K$458,368+0.59%
Q2 202513.2K$441,241+0.62%
Q3 2024138$4,2850.00%

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