Private Client Services’s Capital Group Dividend Value ETF CGDV Stock Holding History
Bought
Maintained
Sold
Other funds holding CGDV
Private Client Services's CGDV Position: Q2 2026 in Review
Private Client Services increased its Capital Group Dividend Value ETF (CGDV) stake by 599% in Q2 2026, buying an estimated $1.57M and bringing the position to 38,956 shares worth $1.92M. The position accounts for 0.5% of the portfolio, ranked #44.
Private Client Services first reported a position in CGDV in Q3 2024 and has held it in 5 quarters since. 777 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.
- Private Client Services held 38,956 shares of Capital Group Dividend Value ETF worth $1.92M as of Q2 2026.
- Private Client Services bought 33,386 Capital Group Dividend Value ETF shares in Q2 2026, an estimated $1.57M.
- Capital Group Dividend Value ETF made up 0.5% of Private Client Services's portfolio in Q2 2026, its #44 holding.
- Private Client Services first reported a position in Capital Group Dividend Value ETF in Q3 2024 and has held it in 5 quarters since.
- 777 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.
Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.