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

Nations Financial Group’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	$851K	Buy	22,415 +3,360	+18%	+$124K	0.04%	419
2026 Q1	$656K	Buy	19,055 +2,316	+14%	+$82.9K	0.03%	479
2025 Q4	$591K	Buy	16,739 +1,505	+10%	+$52.7K	0.03%	480
2025 Q3	$529K	Sell	15,234 -256	-2%	-$8.72K	0.03%	474
2025 Q2	$518K	Buy	15,490 +7,789	+101%	+$246K	0.04%	443
2025 Q1	$239K	Buy	7,701 +100	+1%	+$3.17K	0.02%	572
2024 Q4	$238K	Buy	+7,601	New	+$240K	0.02%	604

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

Nations Financial Group's CGBL Position: Q2 2026 in Review

Nations Financial Group increased its Capital Group Core Balanced ETF (CGBL) stake by 18% in Q2 2026, buying an estimated $124K and bringing the position to 22,415 shares worth $851K. The position accounts for 0.04% of the portfolio, ranked #419.

Nations Financial Group first reported a position in CGBL in Q4 2024 and has held it in 7 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Nations Financial Group held 22,415 shares of Capital Group Core Balanced ETF worth $851K as of Q2 2026.
Nations Financial Group bought 3,360 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $124K.
Capital Group Core Balanced ETF made up 0.04% of Nations Financial Group's portfolio in Q2 2026, its #419 holding.
Nations Financial Group first reported a position in Capital Group Core Balanced ETF in Q4 2024 and has held it in 7 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.