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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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. 777 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.
777 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.