Keystone Financial Group (Kentucky)’s Capital Group Core Balanced ETF CGBL Stock Holding History

Keystone Financial Group (Kentucky)’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	$2.31M	Buy	60,729 +13,500	+29%	+$499K	0.14%	130
2026 Q1	$1.63M	Buy	47,229 +16,030	+51%	+$574K	0.11%	144
2025 Q4	$1.1M	Buy	+31,199	New	+$1.09M	0.08%	162
2025 Q3	–	Sell	-9,071	Closed	-$303K	–	432
2025 Q2	$303K	Buy	9,071 +1,578	+21%	+$49.8K	0.03%	320
2025 Q1	$232K	Buy	+7,493	New	+$238K	0.02%	346

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

Keystone Financial Group (Kentucky)'s CGBL Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its Capital Group Core Balanced ETF (CGBL) stake by 29% in Q2 2026, buying an estimated $499K and bringing the position to 60,729 shares worth $2.31M. The position accounts for 0.14% of the portfolio, ranked #130.

Keystone Financial Group (Kentucky) first reported a position in CGBL in Q1 2025 and has held it in 5 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Keystone Financial Group (Kentucky) held 60,729 shares of Capital Group Core Balanced ETF worth $2.31M as of Q2 2026.
Keystone Financial Group (Kentucky) bought 13,500 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $499K.
Capital Group Core Balanced ETF made up 0.14% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #130 holding.
Keystone Financial Group (Kentucky) first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 5 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.