Comerica Bank
CGBL icon

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

Comerica Bank’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
2025
Q4 		$2.36M Buy
66,686
+6,339
+11% +$222K 0.01% 1036
2025
Q3 		$2.1M Buy
60,347
+3,675
+6% +$125K 0.01% 1141
2025
Q2 		$1.9M Sell
56,672
-6,238
-10% -$197K 0.01% 1167
2025
Q1 		$1.95M Sell
62,910
-1,313
-2% -$41.7K 0.01% 1123
2024
Q4 		$2.01M Buy
64,223
+12,209
+23% +$385K 0.01% 1134
2024
Q3 		$1.62M Sell
52,014
-705
-1% -$21.3K 0.01% 1262
2024
Q2 		$1.57M Buy
+52,719
New +$1.53M 0.01% 1252

Other funds holding CGBL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Comerica Bank's CGBL Position: Q4 2025 in Review

Comerica Bank increased its Capital Group Core Balanced ETF (CGBL) stake by 11% in Q4 2025, buying an estimated $222K and bringing the position to 66,686 shares worth $2.36M. The position accounts for 0.01% of the portfolio, ranked #1036.

Comerica Bank first reported a position in CGBL in Q2 2024 and has held it in 7 quarters since. 309 funds tracked by Wall St. Rank hold CGBL as of Q4 2025.

  • Comerica Bank held 66,686 shares of Capital Group Core Balanced ETF worth $2.36M as of Q4 2025.
  • Comerica Bank bought 6,339 Capital Group Core Balanced ETF shares in Q4 2025, an estimated $222K.
  • Capital Group Core Balanced ETF made up 0.01% of Comerica Bank's portfolio in Q4 2025, its #1036 holding.
  • Comerica Bank first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 7 quarters since.
  • 309 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q4 2025.

Based on Comerica Bank's 13F filing for Q4 2025, filed 29 Jan 2026.