MML Investors Services’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
$51.2M Buy
1,347,667
+297,762
+28% +$11M 0.1% 186
2026
Q1
$36.1M Buy
1,049,905
+73,327
+8% +$2.63M 0.1% 197
2025
Q4
$34.5M Buy
976,578
+139,088
+17% +$4.87M 0.08% 233
2025
Q3
$29.1M Buy
837,490
+131,288
+19% +$4.47M 0.08% 243
2025
Q2
$23.6M Buy
706,202
+140,092
+25% +$4.42M 0.07% 279
2025
Q1
$17.5M Buy
566,110
+94,950
+20% +$3.01M 0.06% 329
2024
Q4
$14.7M Buy
471,160
+228,236
+94% +$7.2M 0.05% 348
2024
Q3
$7.54M Buy
242,924
+37,468
+18% +$1.13M 0.03% 527
2024
Q2
$6.11M Buy
205,456
+142,049
+224% +$4.12M 0.02% 573
2024
Q1
$1.85M Buy
63,407
+11,636
+22% +$327K 0.01% 1077
2023
Q4
$1.42M Buy
+51,771
New +$1.33M 0.01% 1168

Other funds holding CGBL

MML Investors Services's CGBL Position: Q2 2026 in Review

MML Investors Services increased its Capital Group Core Balanced ETF (CGBL) stake by 28% in Q2 2026, buying an estimated $11M and bringing the position to 1,347,667 shares worth $51.2M. The position accounts for 0.1% of the portfolio, ranked #186.

MML Investors Services first reported a position in CGBL in Q4 2023 and has held it in 11 quarters since. 362 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • MML Investors Services held 1,347,667 shares of Capital Group Core Balanced ETF worth $51.2M as of Q2 2026.
  • MML Investors Services bought 297,762 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $11M.
  • Capital Group Core Balanced ETF made up 0.1% of MML Investors Services's portfolio in Q2 2026, its #186 holding.
  • MML Investors Services first reported a position in Capital Group Core Balanced ETF in Q4 2023 and has held it in 11 quarters since.
  • 362 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.