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

Sun 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
Q1 		$1.31M Buy
50,006
+944
+2% +$25.1K 0.66% 49
2025
Q4 		$1.3M Buy
+49,062
New +$1.31M 0.73% 43

Other funds holding CGCB

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Sun Financial's CGCB Position: Q1 2026 in Review

Sun Financial increased its Capital Group Core Bond ETF (CGCB) stake by 1.9% in Q1 2026, buying an estimated $25.1K and bringing the position to 50,006 shares worth $1.31M. The position accounts for 0.66% of the portfolio, ranked #49.

Sun Financial first reported a position in CGCB in Q4 2025 and has held it in 2 quarters since. 252 funds tracked by Wall St. Rank hold CGCB as of Q1 2026.

  • Sun Financial held 50,006 shares of Capital Group Core Bond ETF worth $1.31M as of Q1 2026.
  • Sun Financial bought 944 Capital Group Core Bond ETF shares in Q1 2026, an estimated $25.1K.
  • Capital Group Core Bond ETF made up 0.66% of Sun Financial's portfolio in Q1 2026, its #49 holding.
  • Sun Financial first reported a position in Capital Group Core Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 252 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.