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

LPL Financial’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	$711M	Buy	18,718,252 +3,809,453	+26%	+$141M	0.16%	127
2026 Q1	$513M	Buy	14,908,799 +2,333,083	+19%	+$83.5M	0.14%	153
2025 Q4	$444M	Buy	12,575,716 +2,726,819	+28%	+$95.4M	0.12%	166
2025 Q3	$342M	Buy	9,848,897 +2,399,918	+32%	+$81.8M	0.1%	191
2025 Q2	$249M	Buy	7,448,979 +1,944,114	+35%	+$61.3M	0.08%	233
2025 Q1	$171M	Buy	5,504,865 +1,717,432	+45%	+$54.5M	0.07%	271
2024 Q4	$118M	Buy	3,787,433 +1,274,153	+51%	+$40.2M	0.05%	342
2024 Q3	$78M	Buy	2,513,280 +1,064,683	+73%	+$32.2M	0.03%	456
2024 Q2	$43.1M	Buy	1,448,597 +1,145,222	+377%	+$33.2M	0.02%	616
2024 Q1	$8.83M	Buy	+303,375	New	+$8.52M	﹤0.01%	1420

Other funds holding CGBL

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial's CGBL Position: Q2 2026 in Review

LPL Financial increased its Capital Group Core Balanced ETF (CGBL) stake by 26% in Q2 2026, buying an estimated $141M and bringing the position to 18,718,252 shares worth $711M. The position accounts for 0.16% of the portfolio, ranked #127.

LPL Financial first reported a position in CGBL in Q1 2024 and has held it in 10 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

LPL Financial held 18,718,252 shares of Capital Group Core Balanced ETF worth $711M as of Q2 2026.
LPL Financial bought 3,809,453 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $141M.
Capital Group Core Balanced ETF made up 0.16% of LPL Financial's portfolio in Q2 2026, its #127 holding.
LPL Financial first reported a position in Capital Group Core Balanced ETF in Q1 2024 and has held it in 10 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.