Osaic Holdings’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Osaic Holdings's CGBL Position: Q2 2026 in Review
Osaic Holdings increased its Capital Group Core Balanced ETF (CGBL) stake by 28% in Q2 2026, buying an estimated $28.8M and bringing the position to 3,585,680 shares worth $136M. The position accounts for 0.16% of the portfolio, ranked #128.
Osaic Holdings first reported a position in CGBL in Q3 2023 and has held it in 12 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Osaic Holdings held 3,585,680 shares of Capital Group Core Balanced ETF worth $136M as of Q2 2026.
- Osaic Holdings bought 779,204 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $28.8M.
- Capital Group Core Balanced ETF made up 0.16% of Osaic Holdings's portfolio in Q2 2026, its #128 holding.
- Osaic Holdings first reported a position in Capital Group Core Balanced ETF in Q3 2023 and has held it in 12 quarters since.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.