MBC
CGMM

Michael Brady & Co’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Michael Brady & Co’s Portfolio CGMM Stock Details CGMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.49M Buy
45,150
+3,046
+7% +$95.9K 1.31% 12
2026
Q1 		$1.24M Buy
42,104
+11,953
+40% +$363K 1.24% 13
2025
Q4 		$870K Buy
+30,151
New +$858K 0.87% 15

Other funds holding CGMM

LPL Financial
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Michael Brady & Co's CGMM Position: Q2 2026 in Review

Michael Brady & Co increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 7.2% in Q2 2026, buying an estimated $95.9K and bringing the position to 45,150 shares worth $1.49M. The position accounts for 1.31% of the portfolio, ranked #12.

Michael Brady & Co first reported a position in CGMM in Q4 2025 and has held it in 3 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • Michael Brady & Co held 45,150 shares of Capital Group U.S. Small and Mid Cap ETF worth $1.49M as of Q2 2026.
  • Michael Brady & Co bought 3,046 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $95.9K.
  • Capital Group U.S. Small and Mid Cap ETF made up 1.31% of Michael Brady & Co's portfolio in Q2 2026, its #12 holding.
  • Michael Brady & Co first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 226 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on Michael Brady & Co's 13F filing for Q2 2026, filed 14 Aug 2026.