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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.8M Buy
54,557
+36,325
+199% +$1.14M ﹤0.01% 3008
2026
Q1
$535K Buy
+18,232
New +$553K ﹤0.01% 3569

Other funds holding CGMM

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

Bank of New York Mellon increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 199% in Q2 2026, buying an estimated $1.14M and bringing the position to 54,557 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #3008.

Bank of New York Mellon first reported a position in CGMM in Q1 2026 and has held it in 2 quarters since. 161 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • Bank of New York Mellon held 54,557 shares of Capital Group U.S. Small and Mid Cap ETF worth $1.8M as of Q2 2026.
  • Bank of New York Mellon bought 36,325 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $1.14M.
  • Capital Group U.S. Small and Mid Cap ETF made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3008 holding.
  • Bank of New York Mellon first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 161 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

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