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Keystone Financial Group (Kentucky)’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio CGDG Stock Details CGDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$277K Buy
+7,391
New +$275K 0.02% 452

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s CGDG Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) opened a new position in Capital Group Dividend Growers ETF (CGDG) in Q2 2026: 7,391 shares worth $277K. The stake represents 0.02% of the portfolio and ranks #452 among its holdings.

280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 7,391 shares of Capital Group Dividend Growers ETF worth $277K as of Q2 2026.
  • Capital Group Dividend Growers ETF was a new Keystone Financial Group (Kentucky) position in Q2 2026.
  • Capital Group Dividend Growers ETF made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #452 holding.
  • 280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.