Hilltop Holdings’s Capital Group Core Balanced ETF CGBL Stock Holding History

Hilltop Holdings’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	$368K	Hold	9,700	–	–	0.03%	512
2026 Q1	$334K	Sell	9,700 -50	-0.5%	-$1.79K	0.03%	491
2025 Q4	$344K	Hold	9,750	–	–	0.02%	670
2025 Q3	$339K	Hold	9,750	–	–	0.02%	705
2025 Q2	$326K	Hold	9,750	–	–	0.02%	654
2025 Q1	$302K	Hold	9,750	–	–	0.02%	668
2024 Q4	$305K	Hold	9,750	–	–	0.02%	661
2024 Q3	$303K	Hold	9,750	–	–	0.02%	652
2024 Q2	$290K	Hold	9,750	–	–	0.03%	488
2024 Q1	$284K	Buy	9,750 +1,000	+11%	+$28.1K	0.03%	517
2023 Q4	$239K	Buy	+8,750	New	+$225K	0.03%	528

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

Hilltop Holdings's CGBL Position: Q2 2026 in Review

Hilltop Holdings held its Capital Group Core Balanced ETF (CGBL) position steady in Q2 2026 at 9,700 shares worth $368K. The position accounts for 0.03% of the portfolio, ranked #512.

Hilltop Holdings 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.

Hilltop Holdings held 9,700 shares of Capital Group Core Balanced ETF worth $368K as of Q2 2026.
Hilltop Holdings left its Capital Group Core Balanced ETF share count unchanged in Q2 2026.
Capital Group Core Balanced ETF made up 0.03% of Hilltop Holdings's portfolio in Q2 2026, its #512 holding.
Hilltop Holdings 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 Hilltop Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.