Southern Style Financial’s Capital Group Core Bond ETF CGCB Stock Holding History

Southern Style Financial’s Portfolio CGCB Stock Details CGCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$18M	Buy	+697,633	New	+$18.3M	14.57%	2

Other funds holding CGCB

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Southern Style Financial's CGCB Position: Q4 2024 in Review

Southern Style Financial opened a new position in Capital Group Core Bond ETF (CGCB) in Q4 2024: 697,633 shares worth $18M. The stake represents 14.57% of the portfolio and ranks #2 among its holdings.

138 funds tracked by Wall St. Rank hold CGCB as of Q4 2024.

Southern Style Financial held 697,633 shares of Capital Group Core Bond ETF worth $18M as of Q4 2024.
Capital Group Core Bond ETF was a new Southern Style Financial position in Q4 2024.
Capital Group Core Bond ETF made up 14.57% of Southern Style Financial's portfolio in Q4 2024, its #2 holding.
138 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q4 2024.

Based on Southern Style Financial's 13F filing for Q4 2024, filed 23 Jan 2025.