Sovran Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

Sovran Advisors’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	$3.6M	Buy	96,563 +8,805	+10%	+$325K	0.27%	106
2026 Q1	$3.22M	Buy	87,758 +2,232	+3%	+$79.9K	0.25%	104
2025 Q4	$3.1M	Buy	85,526 +2,286	+3%	+$80K	0.26%	105
2025 Q3	$2.9M	Buy	83,240 +7,577	+10%	+$258K	0.26%	109
2025 Q2	$2.53M	Buy	75,663 +68,933	+1,024%	+$2.17M	0.27%	101
2025 Q1	$201K	Buy	+6,730	New	+$214K	0.03%	449

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 22.96% 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

Sovran Advisors's CGBL Position: Q2 2026 in Review

Sovran Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 10% in Q2 2026, buying an estimated $325K and bringing the position to 96,563 shares worth $3.6M. The position accounts for 0.27% of the portfolio, ranked #106.

Sovran Advisors first reported a position in CGBL in Q1 2025 and has held it in 6 quarters since. 359 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Sovran Advisors held 96,563 shares of Capital Group Core Balanced ETF worth $3.6M as of Q2 2026.
Sovran Advisors bought 8,805 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $325K.
Capital Group Core Balanced ETF made up 0.27% of Sovran Advisors's portfolio in Q2 2026, its #106 holding.
Sovran Advisors first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 6 quarters since.
359 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.