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Jefferies Financial Group’s Capital Group Growth ETF CGGR Stock Holding History

Jefferies Financial Group’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
Q1 		$890K Buy
22,152
+6,933
+46% +$299K 0.01% 973
2025
Q4 		$677K Buy
+15,219
New +$672K ﹤0.01% 1244

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jefferies Financial Group's CGGR Position: Q1 2026 in Review

Jefferies Financial Group increased its Capital Group Growth ETF (CGGR) stake by 46% in Q1 2026, buying an estimated $299K and bringing the position to 22,152 shares worth $890K. The position accounts for 0.01% of the portfolio, ranked #973.

Jefferies Financial Group first reported a position in CGGR in Q4 2025 and has held it in 2 quarters since. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Jefferies Financial Group held 22,152 shares of Capital Group Growth ETF worth $890K as of Q1 2026.
  • Jefferies Financial Group bought 6,933 Capital Group Growth ETF shares in Q1 2026, an estimated $299K.
  • Capital Group Growth ETF made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #973 holding.
  • Jefferies Financial Group first reported a position in Capital Group Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

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