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
Q2 		$464K Buy
9,833
+832
+9% +$37.6K ﹤0.01% 2500
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 $1.89T AUM 35.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of Montreal's CGGR Position: Q2 2026 in Review

Bank of Montreal increased its Capital Group Growth ETF (CGGR) stake by 9.2% in Q2 2026, buying an estimated $37.6K and bringing the position to 9,833 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #2500.

Bank of Montreal first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $759K in Q4 2025. 653 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Bank of Montreal held 9,833 shares of Capital Group Growth ETF worth $464K as of Q2 2026.
  • Bank of Montreal bought 832 Capital Group Growth ETF shares in Q2 2026, an estimated $37.6K.
  • Capital Group Growth ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2500 holding.
  • Bank of Montreal first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Bank of Montreal's Capital Group Growth ETF position peaked at $759K in Q4 2025.
  • 653 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.