Jacobi Capital Management’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Jacobi Capital Management's CGBL Position: Q2 2026 in Review
Jacobi Capital Management increased its Capital Group Core Balanced ETF (CGBL) stake by 7.5% in Q2 2026, buying an estimated $33.6K and bringing the position to 13,072 shares worth $496K. The position accounts for 0.02% of the portfolio, ranked #457.
Jacobi Capital Management 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.
- Jacobi Capital Management held 13,072 shares of Capital Group Core Balanced ETF worth $496K as of Q2 2026.
- Jacobi Capital Management bought 910 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $33.6K.
- Capital Group Core Balanced ETF made up 0.02% of Jacobi Capital Management's portfolio in Q2 2026, its #457 holding.
- Jacobi Capital Management 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 Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.