Bank of America’s Capital Group Core Equity ETF CGUS Stock Holding History

Bank of America’s Portfolio CGUS Stock Details CGUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$64.8M	Buy	1,456,681 +478,705	+49%	+$20.5M	﹤0.01%	1500
2026 Q1	$37.6M	Buy	977,976 +146,738	+18%	+$5.91M	﹤0.01%	1829
2025 Q4	$33.4M	Buy	831,238 +199,517	+32%	+$7.97M	﹤0.01%	1858
2025 Q3	$25M	Buy	631,721 +165,725	+36%	+$6.36M	﹤0.01%	2394
2025 Q2	$17.2M	Buy	465,996 +156,332	+50%	+$5.33M	﹤0.01%	2714
2025 Q1	$10.3M	Buy	309,664 +180,531	+140%	+$6.34M	﹤0.01%	3098
2024 Q4	$4.52M	Sell	129,133 -1,042,216	-89%	-$36.5M	﹤0.01%	3696
2024 Q3	$40.2M	Buy	1,171,349 +1,140,231	+3,664%	+$37.7M	﹤0.01%	1760
2024 Q2	$1M	Buy	31,118 +31,112	+518,533%	+$972K	﹤0.01%	4906
2024 Q1	$187	Buy	+6	New	+$178	﹤0.01%	7351
2022 Q3	–	Sell	-5,852	Closed	-$127K	–	7864
2022 Q2	$127K	Buy	+5,852	New	+$137K	﹤0.01%	6353

Other funds holding CGUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America's CGUS Position: Q2 2026 in Review

Bank of America increased its Capital Group Core Equity ETF (CGUS) stake by 49% in Q2 2026, buying an estimated $20.5M and bringing the position to 1,456,681 shares worth $64.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

Bank of America first reported a position in CGUS in Q2 2022 and has held it in 11 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Bank of America held 1,456,681 shares of Capital Group Core Equity ETF worth $64.8M as of Q2 2026.
Bank of America bought 478,705 Capital Group Core Equity ETF shares in Q2 2026, an estimated $20.5M.
Capital Group Core Equity ETF made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #1500 holding.
Bank of America first reported a position in Capital Group Core Equity ETF in Q2 2022 and has held it in 11 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.