PFG Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
PFG Advisors's CGBL Position: Q2 2026 in Review
PFG Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 8.9% in Q2 2026, buying an estimated $430K and bringing the position to 142,674 shares worth $5.42M. The position accounts for 0.27% of the portfolio, ranked #80.
PFG Advisors first reported a position in CGBL in Q2 2024 and has held it in 9 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- PFG Advisors held 142,674 shares of Capital Group Core Balanced ETF worth $5.42M as of Q2 2026.
- PFG Advisors bought 11,634 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $430K.
- Capital Group Core Balanced ETF made up 0.27% of PFG Advisors's portfolio in Q2 2026, its #80 holding.
- PFG Advisors first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 9 quarters since.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.