Bank of Montreal
CGGR icon

Bank of Montreal’s Capital Group Growth ETF CGGR Stock Holding History

Bank of Montreal’s Portfolio CGGR Stock Details CGGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$362K Sell
9,001
-8,073
-47% -$349K ﹤0.01% 2552
2025
Q4 		$759K Buy
17,074
+203
+1% +$8.96K ﹤0.01% 2123
2025
Q3 		$741K Sell
16,871
-483
-3% -$20.4K ﹤0.01% 2095
2025
Q2 		$705K Buy
17,354
+1,988
+13% +$72.5K ﹤0.01% 2082
2025
Q1 		$526K Buy
15,366
+258
+2% +$9.65K ﹤0.01% 2168
2024
Q4 		$562K Buy
+15,108
New +$555K ﹤0.01% 2171

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Bank of Montreal's CGGR Position: Q1 2026 in Review

Bank of Montreal reduced its Capital Group Growth ETF (CGGR) stake by 47% in Q1 2026, selling an estimated $349K and leaving 9,001 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #2552.

Bank of Montreal first reported a position in CGGR in Q4 2024 and has held it in 6 quarters since. The position peaked at $759K in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Bank of Montreal held 9,001 shares of Capital Group Growth ETF worth $362K as of Q1 2026.
  • Bank of Montreal sold 8,073 Capital Group Growth ETF shares in Q1 2026, an estimated $349K.
  • Capital Group Growth ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2552 holding.
  • Bank of Montreal first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Bank of Montreal's Capital Group Growth ETF position peaked at $759K in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.