# CAPITAL GROUP CORE BALANCED SHS

CAPITAL GROUP CORE BALANCED SHS is a security (CUSIP 14021D107) tracked across SEC portfolio filings. 354 institutional managers reported $4.2B on Form 13F as of 2026-06-30.

## Summary

- Issuer: CAPITAL GROUP CORE BALANCED
- Class: SHS
- CUSIP: 14021D107
- 13F holders: 354
- 13F value: $4.2B
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 354 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $513.0M | 14,908,799 |
| [Advance Capital Management, Inc.](https://search.stillhousedata.com/firm/110767) | SOUTHFIELD, MI | $412.0M | 11,973,900 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $366.5M | 9,654,718 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $262.7M | 7,633,916 |
| MORGAN STANLEY | NEW YORK, NY | $186.9M | 5,432,051 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $139.3M | 4,048,725 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $132.2M | 3,483,547 |
| [Forge Financial Services LLC](https://search.stillhousedata.com/firm/306480) | EDMOND, OK | $129.6M | 3,765,044 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $128.0M | 3,720,942 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $96.6M | 2,806,476 |
| Royal Bank of Canada | TORONTO, A6 | $80.4M | 2,335,514 |
| CWM, LLC | OMAHA, NE | $76.7M | 2,229,671 |
| Kestra Advisory Services, LLC | AUSTIN, TX | $66.8M | 1,758,593 |
| JONES FINANCIAL COMPANIES LLLP | DES PERES, MO | $65.6M | 1,940,293 |
| [Aprio Wealth Management, LLC](https://search.stillhousedata.com/firm/127333) | ATLANTA, GA | $64.1M | 1,688,355 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/14021D107.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.