CGCB

Cap Group Core Bond

Latest period2026 - Q2Total superinvestors17

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 17 superinvestors own shares of Cap Group Core Bond (CGCB), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Cap Group Core Bond (CGCB), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Cap Group Core Bond (CGCB) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Cap Group Core Bond (CGCB) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Holly Kathleen Pizzi@Leverty Financial Group, Llc
Recent Activity
Decreased -3.65%
8.28%
$42.537M
1.625M shares@ 26.18 avg price
Morgan Christen@Spinnaker Investment Group, Llc
Recent Activity
Increased 19.91%
4.87%
$30.391M
1.161M shares@ 26.19 avg price
Andria Williams@American Financial Advisors, Llc
Recent Activity
Increased 1.43%
2.21%
$18.362M
701,386 shares@ 26.18 avg price
Lauren Sterling@Nerdwallet Wealth Partners, Llc
Recent Activity
Increased 31%
5.95%
$17.241M
658,570 shares@ 26.19 avg price
Donna M Ryberg@Smith Thornton Advisors Llc
Recent Activity
Decreased -0.55%
2.54%
$5.754M
221,717 shares@ 25.96 avg price
AUBREY FERNANDO@Signature Estate & Investment Advisors Llc
Recent Activity
Decreased -7.7%
0.08%
$4.255M
162,537 shares@ 26.19 avg price
Noah Schwab@Stewardship Concepts Financial Services Llc
Recent Activity
Increased 347.12%
2.75%
$4.083M
155,950 shares@ 26.18 avg price
James Cannon@Dynamic Advisor Solutions Llc
Recent Activity
Increased 0.31%
0.11%
$3.621M
138,294 shares@ 26.18 avg price
Kimberly Byrne@Bill Few Associates, Inc.
Recent Activity
Increased 6.23%
0.3%
$1.381M
52,769 shares@ 26.18 avg price
Raymond P. Dean@Harbor Investment Advisory, Llc
Recent Activity
0.05%
$686,780
26,233 shares@ 26.19 avg price

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