Stifel Financial’s Capital Group Core Balanced ETF CGBL Stock Holding History

Stifel Financial’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	$59.4M	Buy	1,564,764 +295,414	+23%	+$10.9M	0.05%	349
2026 Q1	$43.7M	Buy	1,269,350 +214,620	+20%	+$7.69M	0.04%	399
2025 Q4	$37.3M	Buy	1,054,730 +230,945	+28%	+$8.08M	0.03%	429
2025 Q3	$28.6M	Buy	823,785 +384,372	+87%	+$13.1M	0.03%	516
2025 Q2	$14.7M	Buy	439,413 +158,468	+56%	+$5M	0.01%	723
2025 Q1	$8.7M	Buy	280,945 +100,950	+56%	+$3.2M	0.01%	902
2024 Q4	$5.63M	Buy	179,995 +58,747	+48%	+$1.85M	0.01%	1145
2024 Q3	$3.76M	Buy	121,248 +45,503	+60%	+$1.38M	﹤0.01%	1365
2024 Q2	$2.25M	Buy	75,745 +44,132	+140%	+$1.28M	﹤0.01%	1646
2024 Q1	$920K	Buy	+31,613	New	+$888K	﹤0.01%	2230

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

Stifel Financial's CGBL Position: Q2 2026 in Review

Stifel Financial increased its Capital Group Core Balanced ETF (CGBL) stake by 23% in Q2 2026, buying an estimated $10.9M and bringing the position to 1,564,764 shares worth $59.4M. The position accounts for 0.05% of the portfolio, ranked #349.

Stifel Financial first reported a position in CGBL in Q1 2024 and has held it in 10 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Stifel Financial held 1,564,764 shares of Capital Group Core Balanced ETF worth $59.4M as of Q2 2026.
Stifel Financial bought 295,414 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $10.9M.
Capital Group Core Balanced ETF made up 0.05% of Stifel Financial's portfolio in Q2 2026, its #349 holding.
Stifel Financial first reported a position in Capital Group Core Balanced ETF in Q1 2024 and has held it in 10 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.