Baird Financial Group’s Capital Group Core Balanced ETF CGBL Stock Holding History

Baird Financial Group’s Portfolio CGBL Stock Details CGBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.33M	Buy	34,931 +2,072	+6%	+$76.6K	﹤0.01%	1239
2026 Q1	$1.13M	Sell	32,859 -179,537	-85%	-$6.43M	﹤0.01%	1234
2025 Q4	$7.5M	Buy	212,396 +4,780	+2%	+$167K	0.01%	622
2025 Q3	$7.21M	Buy	207,616 +3,623	+2%	+$123K	0.01%	631
2025 Q2	$6.82M	Buy	203,993 +7,043	+4%	+$222K	0.01%	617
2025 Q1	$6.1M	Buy	+196,950	New	+$6.25M	0.01%	617

Other funds holding CGBL

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

ACM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Baird Financial Group's CGBL Position: Q2 2026 in Review

Baird Financial Group increased its Capital Group Core Balanced ETF (CGBL) stake by 6.3% in Q2 2026, buying an estimated $76.6K and bringing the position to 34,931 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Baird Financial Group first reported a position in CGBL in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.5M in Q4 2025. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Baird Financial Group held 34,931 shares of Capital Group Core Balanced ETF worth $1.33M as of Q2 2026.
Baird Financial Group bought 2,072 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $76.6K.
Capital Group Core Balanced ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1239 holding.
Baird Financial Group first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 6 quarters since.
Baird Financial Group's Capital Group Core Balanced ETF position peaked at $7.5M in Q4 2025.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.