Bank of New York Mellon
CGCV

Bank of New York Mellon’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Bank of New York Mellon’s Portfolio CGCV Stock Details CGCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$776K Buy
+23,634
New +$748K ﹤0.01% 3509

Other funds holding CGCV

Capital International Investors
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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
TPF
Tribridge Partners Financial Columbia, Maryland $255M AUM 14.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of New York Mellon's CGCV Position: Q2 2026 in Review

Bank of New York Mellon opened a new position in Capital Group Conservative Equity ETF (CGCV) in Q2 2026: 23,634 shares worth $776K. The stake represents ﹤0.01% of the portfolio and ranks #3509 among its holdings.

132 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • Bank of New York Mellon held 23,634 shares of Capital Group Conservative Equity ETF worth $776K as of Q2 2026.
  • Capital Group Conservative Equity ETF was a new Bank of New York Mellon position in Q2 2026.
  • Capital Group Conservative Equity ETF made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3509 holding.
  • 132 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.