CMC Financial Group’s Capital Group U.S. Large Value ETF CGVV Stock Holding History

CMC Financial Group’s Portfolio CGVV Stock Details CGVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$812K	Buy	+30,369	New	+$849K	1.59%	14

Other funds holding CGVV

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

VVR Holdings Bellingham, Washington $231M AUM

RFS

RM Financial Services Falmouth, Maine $116M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BIA

BHK Investment Advisors Birmingham, Alabama $299M AUM 13.28% 1-Year Est. Return

CMC Financial Group's CGVV Position: Q1 2026 in Review

CMC Financial Group opened a new position in Capital Group U.S. Large Value ETF (CGVV) in Q1 2026: 30,369 shares worth $812K. The stake represents 1.59% of the portfolio and ranks #14 among its holdings.

31 funds tracked by Wall St. Rank hold CGVV as of Q1 2026.

CMC Financial Group held 30,369 shares of Capital Group U.S. Large Value ETF worth $812K as of Q1 2026.
Capital Group U.S. Large Value ETF was a new CMC Financial Group position in Q1 2026.
Capital Group U.S. Large Value ETF made up 1.59% of CMC Financial Group's portfolio in Q1 2026, its #14 holding.
31 funds tracked by Wall St. Rank held Capital Group U.S. Large Value ETF as of Q1 2026.

Based on CMC Financial Group's 13F filing for Q1 2026, filed 8 May 2026.