Summit Financial’s Capital Group Core Bond ETF CGCB Stock Holding History

Summit Financial’s Portfolio CGCB Stock Details CGCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$320K	Buy	+12,220	New	+$321K	﹤0.01%	1300

Other funds holding CGCB

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Summit Financial's CGCB Position: Q2 2026 in Review

Summit Financial opened a new position in Capital Group Core Bond ETF (CGCB) in Q2 2026: 12,220 shares worth $320K. The stake represents ﹤0.01% of the portfolio and ranks #1300 among its holdings.

261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Summit Financial held 12,220 shares of Capital Group Core Bond ETF worth $320K as of Q2 2026.
Capital Group Core Bond ETF was a new Summit Financial position in Q2 2026.
Capital Group Core Bond ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1300 holding.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

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