Bank of America
CGMM

Bank of America’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Bank of America’s Portfolio CGMM Stock Details CGMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,350
Closed -$180K – 8530
2025
Q3 		$180K Buy
+6,350
New +$177K ﹤0.01% 6326

Other funds holding CGMM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America's CGMM Position: Q4 2025 in Review

Bank of America sold out of Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q4 2025, closing a stake of 6,350 shares — an estimated $180K sold.

Bank of America first reported a position in CGMM in Q3 2025 and held it in 1 quarter. The position peaked at $180K in Q3 2025. 175 funds tracked by Wall St. Rank hold CGMM as of Q4 2025.

  • Bank of America reported no remaining Capital Group U.S. Small and Mid Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Bank of America sold 6,350 Capital Group U.S. Small and Mid Cap ETF shares in Q4 2025, an estimated $180K.
  • Bank of America first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q3 2025 and held it in 1 quarter.
  • Bank of America's Capital Group U.S. Small and Mid Cap ETF position peaked at $180K in Q3 2025.
  • 175 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q4 2025.

Based on Bank of America's 13F filing for Q4 2025, filed 17 Feb 2026.