Burford Brothers’s Capital Group Core Balanced ETF CGBL Stock Holding History

Burford Brothers’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	$2.78M	Buy	73,347 +1,928	+3%	+$71.3K	1.02%	21
2026 Q1	$2.46M	Buy	71,419 +3,003	+4%	+$108K	1.01%	24
2025 Q4	$2.42M	Buy	68,416 +27,765	+68%	+$971K	1%	23
2025 Q3	$1.41M	Buy	40,651 +1,806	+5%	+$61.5K	0.6%	35
2025 Q2	$1.3M	Buy	38,845 +6,118	+19%	+$193K	0.6%	39
2025 Q1	$1.01M	Buy	32,727 +5,075	+18%	+$161K	0.49%	46
2024 Q4	$865K	Buy	27,652 +2,410	+10%	+$76.1K	0.42%	54
2024 Q3	$784K	Buy	+25,242	New	+$764K	0.41%	58

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

Burford Brothers's CGBL Position: Q2 2026 in Review

Burford Brothers increased its Capital Group Core Balanced ETF (CGBL) stake by 2.7% in Q2 2026, buying an estimated $71.3K and bringing the position to 73,347 shares worth $2.78M. The position accounts for 1.02% of the portfolio, ranked #21.

Burford Brothers first reported a position in CGBL in Q3 2024 and has held it in 8 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Burford Brothers held 73,347 shares of Capital Group Core Balanced ETF worth $2.78M as of Q2 2026.
Burford Brothers bought 1,928 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $71.3K.
Capital Group Core Balanced ETF made up 1.02% of Burford Brothers's portfolio in Q2 2026, its #21 holding.
Burford Brothers first reported a position in Capital Group Core Balanced ETF in Q3 2024 and has held it in 8 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Burford Brothers's 13F filing for Q2 2026, filed 28 Jul 2026.