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Oakworth Capital’s Capital Group Growth ETF CGGR Stock Holding History

Oakworth Capital’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 		$32.9K Buy
+700
New +$31.6K ﹤0.01% 532
2025
Q2 		– Sell
-875
Closed -$30K – 654
2025
Q1 		$30K Hold
875
– – ﹤0.01% 420
2024
Q4 		$32.5K Buy
+875
New +$32.1K ﹤0.01% 413

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 22.9% 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

Oakworth Capital's CGGR Position: Q2 2026 in Review

Oakworth Capital opened a new position in Capital Group Growth ETF (CGGR) in Q2 2026: 700 shares worth $32.9K. The stake represents ﹤0.01% of the portfolio and ranks #532 among its holdings. This is a return to the name: Oakworth Capital previously reported a position in CGGR as recently as Q1 2025.

Oakworth Capital first reported a position in CGGR in Q4 2024 and has held it in 3 quarters since. 653 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Oakworth Capital held 700 shares of Capital Group Growth ETF worth $32.9K as of Q2 2026.
  • Capital Group Growth ETF was a new Oakworth Capital position in Q2 2026.
  • Capital Group Growth ETF made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #532 holding.
  • Oakworth Capital first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • 653 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.