KeyBank National Association’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
$209K Buy
+5,507
New +$204K ﹤0.01% 1261
2026
Q1
Sell
-5,757
Closed -$203K 1246
2025
Q4
$203K Buy
+5,757
New +$201K ﹤0.01% 1157

Other funds holding CGBL

KeyBank National Association's CGBL Position: Q2 2026 in Review

KeyBank National Association opened a new position in Capital Group Core Balanced ETF (CGBL) in Q2 2026: 5,507 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1261 among its holdings. This is a return to the name: KeyBank National Association previously reported a position in CGBL as recently as Q4 2025.

KeyBank National Association first reported a position in CGBL in Q4 2025 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • KeyBank National Association held 5,507 shares of Capital Group Core Balanced ETF worth $209K as of Q2 2026.
  • Capital Group Core Balanced ETF was a new KeyBank National Association position in Q2 2026.
  • Capital Group Core Balanced ETF made up ﹤0.01% of KeyBank National Association's portfolio in Q2 2026, its #1261 holding.
  • KeyBank National Association first reported a position in Capital Group Core Balanced ETF in Q4 2025 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 KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.