NFG
CGGR icon

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

Nations 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 		$1.54M Buy
32,714
+3,751
+13% +$170K 0.07% 271
2026
Q1 		$1.16M Buy
28,963
+5,985
+26% +$258K 0.06% 330
2025
Q4 		$1.02M Sell
22,978
-1,003
-4% -$44.3K 0.05% 351
2025
Q3 		$1.05M Buy
23,981
+4,163
+21% +$176K 0.07% 309
2025
Q2 		$806K Buy
19,818
+1,832
+10% +$66.9K 0.06% 340
2025
Q1 		$616K Buy
17,986
+3,475
+24% +$130K 0.05% 381
2024
Q4 		$539K Buy
14,511
+1,022
+8% +$37.5K 0.04% 417
2024
Q3 		$469K Buy
13,489
+2,405
+22% +$79.7K 0.03% 458
2024
Q2 		$365K Buy
11,084
+2,359
+27% +$74.8K 0.03% 490
2024
Q1 		$279K Buy
8,725
+1,380
+19% +$41.5K 0.02% 541
2023
Q4 		$207K Buy
+7,345
New +$190K 0.02% 589

Other funds holding CGGR

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return

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

Nations Financial Group increased its Capital Group Growth ETF (CGGR) stake by 13% in Q2 2026, buying an estimated $170K and bringing the position to 32,714 shares worth $1.54M. The position accounts for 0.07% of the portfolio, ranked #271.

Nations Financial Group first reported a position in CGGR in Q4 2023 and has held it in 11 quarters since. 229 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Nations Financial Group held 32,714 shares of Capital Group Growth ETF worth $1.54M as of Q2 2026.
  • Nations Financial Group bought 3,751 Capital Group Growth ETF shares in Q2 2026, an estimated $170K.
  • Capital Group Growth ETF made up 0.07% of Nations Financial Group's portfolio in Q2 2026, its #271 holding.
  • Nations Financial Group first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 229 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.