Rockefeller Capital Management
CGBL icon

Rockefeller Capital Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

Rockefeller Capital Management’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
Q1 		$5.42M Buy
157,617
+69,321
+79% +$2.48M 0.01% 893
2025
Q4 		$3.12M Buy
88,296
+51,396
+139% +$1.8M 0.01% 1063
2025
Q3 		$1.28M Buy
+36,900
New +$1.26M ﹤0.01% 1314

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ACM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Rockefeller Capital Management's CGBL Position: Q1 2026 in Review

Rockefeller Capital Management increased its Capital Group Core Balanced ETF (CGBL) stake by 79% in Q1 2026, buying an estimated $2.48M and bringing the position to 157,617 shares worth $5.42M. The position accounts for 0.01% of the portfolio, ranked #893.

Rockefeller Capital Management first reported a position in CGBL in Q3 2025 and has held it in 3 quarters since. 319 funds tracked by Wall St. Rank hold CGBL as of Q1 2026.

  • Rockefeller Capital Management held 157,617 shares of Capital Group Core Balanced ETF worth $5.42M as of Q1 2026.
  • Rockefeller Capital Management bought 69,321 Capital Group Core Balanced ETF shares in Q1 2026, an estimated $2.48M.
  • Capital Group Core Balanced ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #893 holding.
  • Rockefeller Capital Management first reported a position in Capital Group Core Balanced ETF in Q3 2025 and has held it in 3 quarters since.
  • 319 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.