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Gallagher Fiduciary Advisors’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Gallagher Fiduciary Advisors’s Portfolio CGSD Stock Details CGSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$323K Buy
12,563
+1,342
+12% +$34.7K 0.01% 282
2026
Q1 		$289K Buy
+11,221
New +$292K 0.01% 277

Other funds holding CGSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gallagher Fiduciary Advisors's CGSD Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its Capital Group Short Duration Income ETF (CGSD) stake by 12% in Q2 2026, buying an estimated $34.7K and bringing the position to 12,563 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #282.

Gallagher Fiduciary Advisors first reported a position in CGSD in Q1 2026 and has held it in 2 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • Gallagher Fiduciary Advisors held 12,563 shares of Capital Group Short Duration Income ETF worth $323K as of Q2 2026.
  • Gallagher Fiduciary Advisors bought 1,342 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $34.7K.
  • Capital Group Short Duration Income ETF made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #282 holding.
  • Gallagher Fiduciary Advisors first reported a position in Capital Group Short Duration Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.