Mesirow Financial Investment Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

Mesirow Financial Investment Management’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	$19.1M	Buy	501,967 +62,615	+14%	+$2.31M	0.3%	79
2026 Q1	$15.1M	Buy	439,352 +186,005	+73%	+$6.66M	0.24%	95
2025 Q4	$8.95M	Sell	253,347 -114,291	-31%	-$4M	0.18%	101
2025 Q3	$12.8M	Buy	367,638 +78,138	+27%	+$2.66M	0.23%	96
2025 Q2	$9.68M	Buy	289,500 +27,263	+10%	+$860K	0.19%	109
2025 Q1	$8.12M	Buy	262,237 +120,111	+85%	+$3.81M	0.16%	116
2024 Q4	$4.44M	Buy	142,126 +121,111	+576%	+$3.82M	0.09%	138
2024 Q3	$653K	Buy	+21,015	New	+$636K	0.01%	327

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

Mesirow Financial Investment Management's CGBL Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its Capital Group Core Balanced ETF (CGBL) stake by 14% in Q2 2026, buying an estimated $2.31M and bringing the position to 501,967 shares worth $19.1M. The position accounts for 0.3% of the portfolio, ranked #79.

Mesirow Financial Investment Management first reported a position in CGBL in Q3 2024 and has held it in 8 quarters since. 252 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Mesirow Financial Investment Management held 501,967 shares of Capital Group Core Balanced ETF worth $19.1M as of Q2 2026.
Mesirow Financial Investment Management bought 62,615 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $2.31M.
Capital Group Core Balanced ETF made up 0.3% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #79 holding.
Mesirow Financial Investment Management first reported a position in Capital Group Core Balanced ETF in Q3 2024 and has held it in 8 quarters since.
252 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.