Baird Financial Group
CGDG icon

Baird Financial Group’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Baird Financial Group’s Portfolio CGDG Stock Details CGDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.01M Buy
186,756
+40,153
+27% +$1.49M 0.01% 699
2026
Q1 		$5.26M Sell
146,603
-24,072
-14% -$881K 0.01% 728
2025
Q4 		$6.08M Buy
170,675
+5,706
+3% +$201K 0.01% 682
2025
Q3 		$5.72M Buy
164,969
+6,843
+4% +$233K 0.01% 689
2025
Q2 		$5.32M Buy
158,126
+4,217
+3% +$134K 0.01% 698
2025
Q1 		$4.76M Buy
153,909
+89,553
+139% +$2.76M 0.01% 701
2024
Q4 		$1.91M Buy
64,356
+14,757
+30% +$448K ﹤0.01% 990
2024
Q3 		$1.52M Buy
+49,599
New +$1.47M ﹤0.01% 1045

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baird Financial Group's CGDG Position: Q2 2026 in Review

Baird Financial Group increased its Capital Group Dividend Growers ETF (CGDG) stake by 27% in Q2 2026, buying an estimated $1.49M and bringing the position to 186,756 shares worth $7.01M. The position accounts for 0.01% of the portfolio, ranked #699.

Baird Financial Group first reported a position in CGDG in Q3 2024 and has held it in 8 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Baird Financial Group held 186,756 shares of Capital Group Dividend Growers ETF worth $7.01M as of Q2 2026.
  • Baird Financial Group bought 40,153 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $1.49M.
  • Capital Group Dividend Growers ETF made up 0.01% of Baird Financial Group's portfolio in Q2 2026, its #699 holding.
  • Baird Financial Group first reported a position in Capital Group Dividend Growers ETF in Q3 2024 and has held it in 8 quarters since.
  • 280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

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