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Peapack-Gladstone Financial Corp’s Capital Group Core Balanced ETF CGBL Stock Holding History

Peapack-Gladstone Financial Corp’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 		$288K Buy
7,595
+1,342
+21% +$49.6K ﹤0.01% 595
2026
Q1 		$215K Sell
6,253
-315
-5% -$11.3K ﹤0.01% 629
2025
Q4 		$232K Buy
+6,568
New +$230K ﹤0.01% 614

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

Peapack-Gladstone Financial Corp's CGBL Position: Q2 2026 in Review

Peapack-Gladstone Financial Corp increased its Capital Group Core Balanced ETF (CGBL) stake by 21% in Q2 2026, buying an estimated $49.6K and bringing the position to 7,595 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Peapack-Gladstone Financial Corp 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.

  • Peapack-Gladstone Financial Corp held 7,595 shares of Capital Group Core Balanced ETF worth $288K as of Q2 2026.
  • Peapack-Gladstone Financial Corp bought 1,342 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $49.6K.
  • Capital Group Core Balanced ETF made up ﹤0.01% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #595 holding.
  • Peapack-Gladstone Financial Corp 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 Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.