Bank of New York Mellon’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
Q2
$4.01M Buy
105,647
+61,215
+138% +$2.26M ﹤0.01% 2568
2026
Q1
$1.53M Buy
44,432
+31,534
+244% +$1.13M ﹤0.01% 2960
2025
Q4
$456K Buy
+12,898
New +$451K ﹤0.01% 3661

Other funds holding CGBL

Bank of New York Mellon's CGBL Position: Q2 2026 in Review

Bank of New York Mellon increased its Capital Group Core Balanced ETF (CGBL) stake by 138% in Q2 2026, buying an estimated $2.26M and bringing the position to 105,647 shares worth $4.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2568.

Bank of New York Mellon first reported a position in CGBL in Q4 2025 and has held it in 3 quarters since. 290 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Bank of New York Mellon held 105,647 shares of Capital Group Core Balanced ETF worth $4.01M as of Q2 2026.
  • Bank of New York Mellon bought 61,215 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $2.26M.
  • Capital Group Core Balanced ETF made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #2568 holding.
  • Bank of New York Mellon first reported a position in Capital Group Core Balanced ETF in Q4 2025 and has held it in 3 quarters since.
  • 290 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.