Parkside Financial Bank & Trust’s Capital Group Core Balanced ETF CGBL Stock Holding History

Parkside Financial Bank & Trust’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	$33K	Buy	+870	New	+$32.2K	﹤0.01%	1193

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 22.9% 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

Parkside Financial Bank & Trust's CGBL Position: Q2 2026 in Review

Parkside Financial Bank & Trust opened a new position in Capital Group Core Balanced ETF (CGBL) in Q2 2026: 870 shares worth $33K. The stake represents ﹤0.01% of the portfolio and ranks #1193 among its holdings.

362 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Parkside Financial Bank & Trust held 870 shares of Capital Group Core Balanced ETF worth $33K as of Q2 2026.
Capital Group Core Balanced ETF was a new Parkside Financial Bank & Trust position in Q2 2026.
Capital Group Core Balanced ETF made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #1193 holding.
362 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.