Baird Financial Group
CGCV

Baird Financial Group’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Baird Financial Group’s Portfolio CGCV Stock Details CGCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.69M Buy
190,755
+12,405
+7% +$384K 0.01% 702
2025
Q4 		$5.44M Buy
178,350
+17,341
+11% +$525K 0.01% 714
2025
Q3 		$4.85M Buy
161,009
+775
+0.5% +$22.7K 0.01% 745
2025
Q2 		$4.58M Buy
160,234
+24,705
+18% +$669K 0.01% 747
2025
Q1 		$3.67M Buy
135,529
+125,529
+1,255% +$3.44M 0.01% 777
2024
Q4 		$265K Buy
+10,000
New +$273K ﹤0.01% 1593

Other funds holding CGCV

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TPF
Tribridge Partners Financial Columbia, Maryland $242M AUM 12.61% 1-Year Est. Return

Baird Financial Group's CGCV Position: Q1 2026 in Review

Baird Financial Group increased its Capital Group Conservative Equity ETF (CGCV) stake by 7% in Q1 2026, buying an estimated $384K and bringing the position to 190,755 shares worth $5.69M. The position accounts for 0.01% of the portfolio, ranked #702.

Baird Financial Group first reported a position in CGCV in Q4 2024 and has held it in 6 quarters since. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

  • Baird Financial Group held 190,755 shares of Capital Group Conservative Equity ETF worth $5.69M as of Q1 2026.
  • Baird Financial Group bought 12,405 Capital Group Conservative Equity ETF shares in Q1 2026, an estimated $384K.
  • Capital Group Conservative Equity ETF made up 0.01% of Baird Financial Group's portfolio in Q1 2026, its #702 holding.
  • Baird Financial Group first reported a position in Capital Group Conservative Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.