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

JSF Financial’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	$67.9M	Buy	1,439,179 +375,379	+35%	+$17M	10.75%	2
2026 Q1	$42.8M	Buy	1,063,800 +190,083	+22%	+$8.21M	8.38%	3
2025 Q4	$38.9M	Sell	873,717 -8,848	-1%	-$391K	8.05%	2
2025 Q3	$38.8M	Sell	882,565 -32,629	-4%	-$1.38M	8.6%	2
2025 Q2	$37.2M	Sell	915,194 -23,584	-3%	-$861K	8.84%	2
2025 Q1	$32.2M	Buy	938,778 +912,600	+3,486%	+$34.1M	8.48%	2
2024 Q4	$973K	Buy	+26,178	New	+$962K	0.26%	56

Other funds holding CGGR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JSF Financial's CGGR Position: Q2 2026 in Review

JSF Financial increased its Capital Group Growth ETF (CGGR) stake by 35% in Q2 2026, buying an estimated $17M and bringing the position to 1,439,179 shares worth $67.9M. The position accounts for 10.75% of the portfolio, ranked #2.

JSF Financial first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

JSF Financial held 1,439,179 shares of Capital Group Growth ETF worth $67.9M as of Q2 2026.
JSF Financial bought 375,379 Capital Group Growth ETF shares in Q2 2026, an estimated $17M.
Capital Group Growth ETF made up 10.75% of JSF Financial's portfolio in Q2 2026, its #2 holding.
JSF Financial first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.