CGBL Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Capital Group Core Balanced (CGBL) following the 2026 Q2 hedge fund 13F filings?

As of today, CGBL has moved -2.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -0.6%. Since the quarter end (June 30, 2026), CGBL gained -1.3% vs +2.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Capital Group Core Balanced (CGBL)

359 + Investors. Track Smart Money conviction in CGBL. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — CGBL

Based on 361 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added CGBL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

361 hedge funds hold CGBL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +52% more funds vs a year ago

fund count last 6Q

+123 new funds entered over the past year (+52% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 83% buying

289 buying61 selling

Last quarter: 289 funds were net buyers (60 opened a brand new position + 229 added to an existing one). Only 61 were sellers (45 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+21 vs last Q)

new funds entering per quarter

Funds opening a new CGBL position: 34 → 62 → 39 → 60. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 35% entered in last year

■ 22% conviction (2yr+) ■ 44% medium ■ 35% new

Only 78 funds (22%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

➡️

Steady discovery — ~60 new funds/quarter

40 → 34 → 62 → 39 → 60 new funds/Q

New funds entering each quarter: 34 → 62 → 39 → 60. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 15% veterans, 47% new entrants

■ 15% veterans ■ 39% 1-2yr ■ 47% new

Of 361 current holders: 54 (15%) held 2+ years, 139 held 1–2 years, 168 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds

19 of 361 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in CGBL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.4

out of 10

Moderate Exit Risk

Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	359	317	13.25%
13F Shares	135M	116M	15.92%
Total Value	$4.92B	$3.86B	27.61%
New Positions	59	39	+20
Increased Positions	228	209	+19
Closed Positions	17	26	-9
Reduced Positions	45	50	-5
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

359

317

13.25%

13F Shares

135M

116M

15.92%

Total Value

$4.92B

$3.86B

27.61%

New Positions

+20

Increased Positions

228

209

+19

Closed Positions

-9

Reduced Positions

-5

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

359 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CGBL. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CGBL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Advance Capital Management, Inc.	14.77%	12,041,305	$457.1M
2	Forge Financial Services LLC	12.56%	3,842,632	$145.9M
3	J. Derek Lewis & Associates Inc.	9.59%	1,337,192	$50.8M
4	Boyer Financial Services, Inc.	9.41%	295,203	$11.1M
5	Compton Financial Group, LLC	9.27%	1,268,449	$48.2M
6	Hartmann Taylor Wealth Management, LLC	7.43%	326,175	$11.2M
7	Greenbush Financial Group, LLC	6.13%	549,400	$20.9M
8	Base Wealth Management LLC	5.69%	321,993	$12.2M
9	Michael Brady & Co., LLC	5.41%	161,496	$6.1M
10	Quantum Financial Partners LLC	5.09%	261,952	$9.9M
11	Quantum Financial Planning Services, Inc.	4.97%	421,907	$16.0M
12	Seamount Financial Group Inc	3.95%	258,114	$9.8M
13	Challenger Wealth Management	3.51%	125,580	$4.8M
14	PCG Wealth Advisors, LLC	3.41%	402,421	$15.3M
15	Spectrum Investment Advisors, Inc.	3.24%	208,664	$7.9M
16	Aprio Wealth Management, LLC	3.17%	1,688,355	$64.1M
17	Hopwood Nicholas Hunter	3.16%	274,904	$9.7M
18	Harborfront Financial Group LLC	3.06%	21,409	$813K
19	KWB Wealth	3.01%	925,891	$35.1M
20	LongView Wealth Management	2.69%	276,470	$10.5M
21	High Net Worth Advisory Group LLC	2.67%	330,840	$12.6M
22	Worth Asset Management, LLC	2.54%	209,524	$8.0M
23	Taylor Financial Group, Inc.	2.54%	121,739	$4.6M
24	Clg LLC	2.50%	300,514	$11.4M
25	Clarity Wealth Advisors, LLC	2.48%	369,648	$14.0M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Capital Group Core Balanced (CGBL)

What does the Smart Money Trend signal show for CGBL?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added CGBL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CGBL?

More buyers than sellers — 83% buying: Last quarter: 289 funds were net buyers (60 opened a brand new position + 229 added to an existing one). Only 61 were sellers (45 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGBL holders?

Elite ownership — 40% AUM from top-100 funds: 19 of 361 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in CGBL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CGBL?

Mostly new holders — 35% entered in last year: Only 78 funds (22%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Capital Group Core Balanced (CGBL) following the 2026 Q2 hedge fund 13F filings?

As of today, CGBL has moved -2.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -0.6%. Since the quarter end (June 30, 2026), CGBL has gained -1.3% vs +2.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Capital Group Core Balanced (CGBL)

Smart Money Signals — CGBL

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +52% more funds vs a year ago

More buyers than sellers — 83% buying

More new buyers each quarter (+21 vs last Q)

Mostly new holders — 35% entered in last year

Steady discovery — ~60 new funds/quarter

Mixed cohorts — 15% veterans, 47% new entrants

Elite ownership — 40% AUM from top-100 funds

Institutional Sentiment Summary — CGBL

Hedge Fund Ownership: CGBL

Market Analysis: CGBL

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CGBL

Is It Too Late to Buy Capital Group Core Balanced (CGBL) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: CGBL

Statistics: CGBL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Capital Group Core Balanced (CGBL)

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