Focus Financial Network’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
$695K Buy
18,221
+8,344
+84% +$308K 0.02% 417
2026
Q1
$341K Buy
+9,877
New +$354K 0.01% 571

Other funds holding CGBL

Focus Financial Network's CGBL Position: Q2 2026 in Review

Focus Financial Network increased its Capital Group Core Balanced ETF (CGBL) stake by 84% in Q2 2026, buying an estimated $308K and bringing the position to 18,221 shares worth $695K. The position accounts for 0.02% of the portfolio, ranked #417.

Focus Financial Network first reported a position in CGBL in Q1 2026 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Focus Financial Network held 18,221 shares of Capital Group Core Balanced ETF worth $695K as of Q2 2026.
  • Focus Financial Network bought 8,344 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $308K.
  • Capital Group Core Balanced ETF made up 0.02% of Focus Financial Network's portfolio in Q2 2026, its #417 holding.
  • Focus Financial Network first reported a position in Capital Group Core Balanced ETF in Q1 2026 and has held it in 2 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.