Founders Financial Securities’s Capital Group Core Balanced ETF CGBL Stock Holding History

Founders Financial Securities’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	$10.6M	Buy	279,066 +544	+0.2%	+$20.1K	0.54%	35
2026 Q1	$9.97M	Buy	278,522 +46,387	+20%	+$1.66M	0.56%	37
2025 Q4	$8.2M	Buy	232,135 +45,069	+24%	+$1.58M	0.48%	41
2025 Q3	$6.49M	Buy	187,066 +4,901	+3%	+$167K	0.44%	47
2025 Q2	$6.09M	Buy	182,165 +19,492	+12%	+$615K	0.46%	51
2025 Q1	$5.02M	Buy	162,673 +48,084	+42%	+$1.53M	0.43%	52
2024 Q4	$3.58M	Buy	114,589 +12,338	+12%	+$389K	0.32%	67
2024 Q3	$3.17M	Buy	102,251 +25,558	+33%	+$774K	0.29%	73
2024 Q2	$2.28M	Buy	76,693 +10,731	+16%	+$312K	0.22%	95
2024 Q1	$1.92M	Buy	65,962 +30,252	+85%	+$849K	0.2%	102
2023 Q4	$976K	Buy	+35,710	New	+$919K	0.11%	170

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

Founders Financial Securities's CGBL Position: Q2 2026 in Review

Founders Financial Securities increased its Capital Group Core Balanced ETF (CGBL) stake by 0.2% in Q2 2026, buying an estimated $20.1K and bringing the position to 279,066 shares worth $10.6M. The position accounts for 0.54% of the portfolio, ranked #35.

Founders Financial Securities first reported a position in CGBL in Q4 2023 and has held it in 11 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Founders Financial Securities held 279,066 shares of Capital Group Core Balanced ETF worth $10.6M as of Q2 2026.
Founders Financial Securities bought 544 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $20.1K.
Capital Group Core Balanced ETF made up 0.54% of Founders Financial Securities's portfolio in Q2 2026, its #35 holding.
Founders Financial Securities first reported a position in Capital Group Core Balanced ETF in Q4 2023 and has held it in 11 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.