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Bill Few Associates’s Capital Group Dividend Value ETF CGDV Stock Holding History

Bill Few Associates’s Portfolio CGDV Stock Details CGDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.68M Buy
155,908
+3,702
+2% +$174K 1.63% 11
2026
Q1 		$6.47M Buy
152,206
+19,754
+15% +$878K 1.55% 12
2025
Q4 		$5.78M Buy
132,452
+4,842
+4% +$208K 1.42% 14
2025
Q3 		$5.36M Buy
127,610
+3,748
+3% +$154K 1.38% 16
2025
Q2 		$4.89M Buy
123,862
+21,699
+21% +$787K 1.38% 19
2025
Q1 		$3.64M Buy
102,163
+6,128
+6% +$223K 1.3% 23
2024
Q4 		$3.39M Buy
96,035
+6,175
+7% +$225K 1.19% 25
2024
Q3 		$3.27M Buy
89,860
+2,326
+3% +$80.8K 1.16% 26
2024
Q2 		$2.89M Buy
87,534
+24,724
+39% +$806K 1.11% 26
2024
Q1 		$2.04M Buy
62,810
+3,465
+6% +$106K 0.83% 33
2023
Q4 		$1.77M Buy
59,345
+6,544
+12% +$180K 0.81% 33
2023
Q3 		$1.4M Buy
52,801
+4,510
+9% +$123K 0.73% 37
2023
Q2 		$1.31M Buy
48,291
+4,598
+11% +$118K 0.67% 39
2023
Q1 		$1.09M Buy
43,693
+7,784
+22% +$190K 0.61% 40
2022
Q4 		$847K Buy
+35,909
New +$823K 0.5% 45

Other funds holding CGDV

JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Bill Few Associates's CGDV Position: Q2 2026 in Review

Bill Few Associates increased its Capital Group Dividend Value ETF (CGDV) stake by 2.4% in Q2 2026, buying an estimated $174K and bringing the position to 155,908 shares worth $7.68M. The position accounts for 1.63% of the portfolio, ranked #11.

Bill Few Associates first reported a position in CGDV in Q4 2022 and has held it in 15 quarters since. 138 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.

  • Bill Few Associates held 155,908 shares of Capital Group Dividend Value ETF worth $7.68M as of Q2 2026.
  • Bill Few Associates bought 3,702 Capital Group Dividend Value ETF shares in Q2 2026, an estimated $174K.
  • Capital Group Dividend Value ETF made up 1.63% of Bill Few Associates's portfolio in Q2 2026, its #11 holding.
  • Bill Few Associates first reported a position in Capital Group Dividend Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 138 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.