Patriot Financial Group Insurance Agency’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Patriot Financial Group Insurance Agency’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	$2.55M	Sell	68,073 -66,075	-49%	-$2.46M	0.26%	106
2026 Q1	$4.82M	Buy	134,148 +104,027	+345%	+$3.81M	0.27%	102
2025 Q4	$1.07M	Buy	30,121 +17,646	+141%	+$621K	0.13%	198
2025 Q3	$432K	Sell	12,475 -10,520	-46%	-$358K	0.06%	310
2025 Q2	$773K	Buy	22,995 +250	+1%	+$7.94K	0.09%	248
2025 Q1	$703K	Buy	22,745 +7,354	+48%	+$226K	0.09%	235
2024 Q4	$456K	Buy	15,391 +3,776	+33%	+$115K	0.06%	297
2024 Q3	$357K	Buy	+11,615	New	+$343K	0.05%	348

Other funds holding CGDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CGDG Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Capital Group Dividend Growers ETF (CGDG) stake by 49% in Q2 2026, selling an estimated $2.46M and leaving 68,073 shares worth $2.55M. The position accounts for 0.26% of the portfolio, ranked #106.

Patriot Financial Group Insurance Agency first reported a position in CGDG in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.82M in Q1 2026. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Patriot Financial Group Insurance Agency held 68,073 shares of Capital Group Dividend Growers ETF worth $2.55M as of Q2 2026.
Patriot Financial Group Insurance Agency sold 66,075 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $2.46M.
Capital Group Dividend Growers ETF made up 0.26% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #106 holding.
Patriot Financial Group Insurance Agency first reported a position in Capital Group Dividend Growers ETF in Q3 2024 and has held it in 8 quarters since.
Patriot Financial Group Insurance Agency's Capital Group Dividend Growers ETF position peaked at $4.82M in Q1 2026.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.