Founders Financial Securities
CGCV icon

Founders Financial Securities’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Founders Financial Securities’s Portfolio CGCV Stock Details CGCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.51M Buy
109,536
+12,125
+12% +$401K 0.17% 120
2026
Q2 		$3.2M Buy
97,411
+1,980
+2% +$62.7K 0.16% 126
2026
Q1 		$2.95M Buy
95,431
+20,972
+28% +$650K 0.17% 121
2025
Q4 		$2.27M Buy
74,459
+30,317
+69% +$918K 0.13% 150
2025
Q3 		$1.33M Buy
44,142
+8,116
+23% +$238K 0.09% 205
2025
Q2 		$1.03M Buy
36,026
+1,966
+6% +$53.2K 0.08% 226
2025
Q1 		$896K Buy
34,060
+10,884
+47% +$298K 0.08% 236
2024
Q4 		$615K Buy
23,176
+5,483
+31% +$150K 0.06% 257
2024
Q3 		$482K Buy
+17,693
New +$461K 0.04% 277

Other funds holding CGCV

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital Group Private Client Services
Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
DMKC Advisory Services
DMKC Advisory Services Des Moines, Iowa $407M AUM 15.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Founders Financial Securities's CGCV Position: Q3 2026 in Review

Founders Financial Securities increased its Capital Group Conservative Equity ETF (CGCV) stake by 12% in Q3 2026, buying an estimated $401K and bringing the position to 109,536 shares worth $3.51M. The position accounts for 0.17% of the portfolio, ranked #120.

Founders Financial Securities first reported a position in CGCV in Q3 2024 and has held it in 9 quarters since. 147 funds tracked by Wall St. Rank hold CGCV as of Q3 2026.

  • Founders Financial Securities held 109,536 shares of Capital Group Conservative Equity ETF worth $3.51M as of Q3 2026.
  • Founders Financial Securities bought 12,125 Capital Group Conservative Equity ETF shares in Q3 2026, an estimated $401K.
  • Capital Group Conservative Equity ETF made up 0.17% of Founders Financial Securities's portfolio in Q3 2026, its #120 holding.
  • Founders Financial Securities first reported a position in Capital Group Conservative Equity ETF in Q3 2024 and has held it in 9 quarters since.
  • 147 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.