CUSIP 14021D107SHSCGBLQ4 2025
Aggregate 13F value by quarter
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299 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 12.58M | $444.30M | +2.73M | Added |
| 2 | Advance Capital Management, Inc. | 9.39M | $331.60M | +109.7K | Added |
| 3 | Envestnet Asset Management Inc | 6.95M | $245.38M | +1.50M | Added |
| 4 | Wells Fargo & Company/Mn | 4.62M | $163.30M |
| +3.03M |
| Added |
| 5 | Morgan Stanley | 4.06M | $143.52M | +590.4K | Added |
| 6 | Cetera Investment Advisers | 3.33M | $117.48M | +952.4K | Added |
| 7 | Commonwealth Equity Services, LLC | 2.76M | $97.44M | +696.2K | Added |
| 8 | Osaic Holdings, Inc. | 2.61M | $92.09M | +518.8K | Added |
| 9 | Raymond James Financial Inc | 2.60M | $91.89M | +391.1K | Added |
| 10 | Wealth Enhancement Advisory Services, LLC | 2.03M | $73.13M | +91.2K | Added |
See every fund holding Capital Group Core Balanced, with full quarter-over-quarter share changes.
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