WhaleCreep

Which hedge funds own CGBL? CAPITAL GROUP CORE BALANCED, Q2 2026 13F holders

2 tracked hedge funds disclosed a position in CGBL (CAPITAL GROUP CORE BALANCED) in their Q2 2026 13F filings, worth $4.2m in total. The largest holder by portfolio weight is Renaissance Technologies LLC at 0.0% of its book. 1 opened a new position this quarter: Renaissance Technologies LLC. 1 exited: Citadel Advisors LLC.

2
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
1
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
1
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$3.7m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$7.7m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$4.2m
Combined value
Sum of the holders' reported positions in the security.
0.2%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

2 rows
Renaissance Technologies LLC Hedge fund0.01%$3.7m97,000–new
AQR Capital Management LLC Hedge fund0.0%$493k12,9790.0%held