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Burford Brothers’s Capital Group Growth ETF CGGR Stock Holding History

Burford Brothers’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 		$9.86M Buy
208,999
+3,417
+2% +$154K 3.62% 5
2026
Q1 		$8.26M Buy
205,582
+12,593
+7% +$544K 3.39% 6
2025
Q4 		$8.58M Buy
192,989
+7,286
+4% +$322K 3.54% 7
2025
Q3 		$8.16M Sell
185,703
-11,600
-6% -$490K 3.49% 7
2025
Q2 		$8.02M Buy
197,303
+12,348
+7% +$451K 3.68% 6
2025
Q1 		$6.33M Buy
184,955
+5,448
+3% +$204K 3.08% 6
2024
Q4 		$6.67M Buy
179,507
+10,535
+6% +$387K 3.28% 7
2024
Q3 		$5.88M Buy
168,972
+9,823
+6% +$326K 3.06% 7
2024
Q2 		$5.23M Buy
159,149
+16,337
+11% +$518K 3.04% 6
2024
Q1 		$4.57M Buy
142,812
+19,617
+16% +$590K 3% 5
2023
Q4 		$3.48M Buy
+123,195
New +$3.19M 2.46% 8

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 22.96% 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

Burford Brothers's CGGR Position: Q2 2026 in Review

Burford Brothers increased its Capital Group Growth ETF (CGGR) stake by 1.7% in Q2 2026, buying an estimated $154K and bringing the position to 208,999 shares worth $9.86M. The position accounts for 3.62% of the portfolio, ranked #5.

Burford Brothers first reported a position in CGGR in Q4 2023 and has held it in 11 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Burford Brothers held 208,999 shares of Capital Group Growth ETF worth $9.86M as of Q2 2026.
  • Burford Brothers bought 3,417 Capital Group Growth ETF shares in Q2 2026, an estimated $154K.
  • Capital Group Growth ETF made up 3.62% of Burford Brothers's portfolio in Q2 2026, its #5 holding.
  • Burford Brothers first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Burford Brothers's 13F filing for Q2 2026, filed 28 Jul 2026.