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

Mayflower Financial Advisors’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	$552K	Buy	14,540 +1,196	+9%	+$44.2K	0.05%	274
2026 Q1	$459K	Hold	13,344	–	–	0.06%	275
2025 Q4	$471K	Hold	13,344	–	–	0.06%	257
2025 Q3	$463K	Buy	+13,344	New	+$455K	0.06%	260

Other funds holding CGBL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Mayflower Financial Advisors's CGBL Position: Q2 2026 in Review

Mayflower Financial Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 9% in Q2 2026, buying an estimated $44.2K and bringing the position to 14,540 shares worth $552K. The position accounts for 0.05% of the portfolio, ranked #274.

Mayflower Financial Advisors first reported a position in CGBL in Q3 2025 and has held it in 4 quarters since. 239 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Mayflower Financial Advisors held 14,540 shares of Capital Group Core Balanced ETF worth $552K as of Q2 2026.
Mayflower Financial Advisors bought 1,196 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $44.2K.
Capital Group Core Balanced ETF made up 0.05% of Mayflower Financial Advisors's portfolio in Q2 2026, its #274 holding.
Mayflower Financial Advisors first reported a position in Capital Group Core Balanced ETF in Q3 2025 and has held it in 4 quarters since.
239 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.