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NBC Securities’s Capital Group Core Balanced ETF CGBL Stock Holding History

NBC Securities’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 		$29.3K Buy
773
+490
+173% +$18.1K ﹤0.01% 1503
2026
Q1 		$9.74K Hold
283
– – ﹤0.01% 1946
2025
Q4 		$10K Buy
+283
New +$9.9K ﹤0.01% 2023

Other funds holding CGBL

LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NBC Securities's CGBL Position: Q2 2026 in Review

NBC Securities increased its Capital Group Core Balanced ETF (CGBL) stake by 173% in Q2 2026, buying an estimated $18.1K and bringing the position to 773 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1503.

NBC Securities first reported a position in CGBL in Q4 2025 and has held it in 3 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • NBC Securities held 773 shares of Capital Group Core Balanced ETF worth $29.3K as of Q2 2026.
  • NBC Securities bought 490 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $18.1K.
  • Capital Group Core Balanced ETF made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1503 holding.
  • NBC Securities first reported a position in Capital Group Core Balanced ETF in Q4 2025 and has held it in 3 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.