Bank of America’s Capital Group Core Balanced ETF CGBL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$9.73M Buy
282,663
+123,953
+78% +$4.44M ﹤0.01% 2985
2025
Q4
$5.61M Buy
158,710
+135,640
+588% +$4.75M ﹤0.01% 3299
2025
Q3
$801K Buy
23,070
+23,069
+2,306,900% +$786K ﹤0.01% 5474
2025
Q2
$33 Buy
+1
New +$32 ﹤0.01% 8172

Other funds holding CGBL

Bank of America's CGBL Position: Q1 2026 in Review

Bank of America increased its Capital Group Core Balanced ETF (CGBL) stake by 78% in Q1 2026, buying an estimated $4.44M and bringing the position to 282,663 shares worth $9.73M. The position accounts for ﹤0.01% of the portfolio, ranked #2985.

Bank of America first reported a position in CGBL in Q2 2025 and has held it in 4 quarters since. 319 funds tracked by Wall St. Rank hold CGBL as of Q1 2026.

  • Bank of America held 282,663 shares of Capital Group Core Balanced ETF worth $9.73M as of Q1 2026.
  • Bank of America bought 123,953 Capital Group Core Balanced ETF shares in Q1 2026, an estimated $4.44M.
  • Capital Group Core Balanced ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2985 holding.
  • Bank of America first reported a position in Capital Group Core Balanced ETF in Q2 2025 and has held it in 4 quarters since.
  • 319 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.