Rockefeller Capital Management’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Rockefeller Capital Management's CGBL Position: Q2 2026 in Review
Rockefeller Capital Management increased its Capital Group Core Balanced ETF (CGBL) stake by 6.3% in Q2 2026, buying an estimated $369K and bringing the position to 167,605 shares worth $6.36M. The position accounts for 0.01% of the portfolio, ranked #867.
Rockefeller Capital Management first reported a position in CGBL in Q3 2025 and has held it in 4 quarters since. 362 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Rockefeller Capital Management held 167,605 shares of Capital Group Core Balanced ETF worth $6.36M as of Q2 2026.
- Rockefeller Capital Management bought 9,988 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $369K.
- Capital Group Core Balanced ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #867 holding.
- Rockefeller Capital Management first reported a position in Capital Group Core Balanced ETF in Q3 2025 and has held it in 4 quarters since.
- 362 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.