MFG
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Merit Financial Group’s Capital Group Growth ETF CGGR Stock Holding History

Merit 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
Q2 		$91.1M Buy
1,930,814
+20,243
+1% +$915K 0.56% 40
2026
Q1 		$76.8M Buy
1,910,571
+108,313
+6% +$4.68M 0.57% 40
2025
Q4 		$80.1M Buy
1,802,258
+292,158
+19% +$12.9M 0.64% 33
2025
Q3 		$66.3M Buy
1,510,100
+1,247,158
+474% +$52.7M 0.61% 36
2025
Q2 		$10.7M Buy
262,942
+108,976
+71% +$3.98M 0.12% 138
2025
Q1 		$5.27M Buy
153,966
+35,249
+30% +$1.32M 0.08% 211
2024
Q4 		$4.41M Buy
118,717
+11,920
+11% +$438K 0.08% 209
2024
Q3 		$3.72M Sell
106,797
-10,421
-9% -$345K 0.08% 193
2024
Q2 		$3.86M Sell
117,218
-6,930
-6% -$220K 0.09% 178
2024
Q1 		$3.84M Sell
124,148
-2,388
-2% -$71.8K 0.09% 166
2023
Q4 		$3.57M Buy
126,536
+6,315
+5% +$163K 0.11% 128
2023
Q3 		$2.95M Buy
120,221
+12,260
+11% +$311K 0.1% 164
2023
Q2 		$2.72M Buy
107,961
+1,441
+1% +$33.6K 0.09% 177
2023
Q1 		$2.39M Buy
106,520
+6,273
+6% +$136K 0.09% 181
2022
Q4 		$2M Buy
100,247
+56,872
+131% +$1.16M 0.07% 197
2022
Q3 		$846K Buy
+43,375
New +$927K 0.04% 278

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Merit Financial Group's CGGR Position: Q2 2026 in Review

Merit Financial Group increased its Capital Group Growth ETF (CGGR) stake by 1.1% in Q2 2026, buying an estimated $915K and bringing the position to 1,930,814 shares worth $91.1M. The position accounts for 0.56% of the portfolio, ranked #40.

Merit Financial Group first reported a position in CGGR in Q3 2022 and has held it in 16 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Merit Financial Group held 1,930,814 shares of Capital Group Growth ETF worth $91.1M as of Q2 2026.
  • Merit Financial Group bought 20,243 Capital Group Growth ETF shares in Q2 2026, an estimated $915K.
  • Capital Group Growth ETF made up 0.56% of Merit Financial Group's portfolio in Q2 2026, its #40 holding.
  • Merit Financial Group first reported a position in Capital Group Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.