Farther Finance Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Farther Finance Advisors's CGBL Position: Q2 2026 in Review
Farther Finance Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 142% in Q2 2026, buying an estimated $1.3M and bringing the position to 60,085 shares worth $2.28M. The position accounts for 0.02% of the portfolio, ranked #678.
Farther Finance Advisors first reported a position in CGBL in Q4 2025 and has held it in 3 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Farther Finance Advisors held 60,085 shares of Capital Group Core Balanced ETF worth $2.28M as of Q2 2026.
- Farther Finance Advisors bought 35,240 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $1.3M.
- Capital Group Core Balanced ETF made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #678 holding.
- Farther Finance Advisors first reported a position in Capital Group Core Balanced ETF in Q4 2025 and has held it in 3 quarters since.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.