CAPITAL GROUP CORE BALANCED (CGBL): Institutional Ownership
Hedge funds and institutional managers reporting a position in CGBL. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
3
13F filers
Aggregate Value
$8.6M
Across holders
Last Price
$37.61
2026-06-26
Sector
GICS
Holder activity0 new1 added1 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 223K | $7.7M | 89.4% | 0.0% | Added | +$1.9M | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 13K | $459K | 5.4% | 0.0% | Reduced | $-1.5M | Q4 2025 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 13K | $447K | 5.2% | 0.0% | Unchanged | +$0 | Q1 2026 |