Raymond James Financial’s Capital Group Growth ETF CGGR Stock Holding History

Raymond James Financial’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 Q1	$567M	Buy	14,117,411 +1,700,477	+14%	+$73.4M	0.17%	100
2025 Q4	$552M	Buy	12,416,934 +1,271,969	+11%	+$56.2M	0.17%	102
2025 Q3	$489M	Buy	11,144,965 +2,680,056	+32%	+$113M	0.16%	107
2025 Q2	$344M	Buy	8,464,909 +687,152	+9%	+$25.1M	0.12%	150
2025 Q1	$266M	Buy	7,777,757 +839,677	+12%	+$31.4M	0.1%	187
2024 Q4	$258M	Buy	+6,938,080	New	+$255M	0.1%	190

Other funds holding CGGR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial's CGGR Position: Q1 2026 in Review

Raymond James Financial increased its Capital Group Growth ETF (CGGR) stake by 14% in Q1 2026, buying an estimated $73.4M and bringing the position to 14,117,411 shares worth $567M. The position accounts for 0.17% of the portfolio, ranked #100.

Raymond James Financial first reported a position in CGGR in Q4 2024 and has held it in 6 quarters since. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Raymond James Financial held 14,117,411 shares of Capital Group Growth ETF worth $567M as of Q1 2026.
Raymond James Financial bought 1,700,477 Capital Group Growth ETF shares in Q1 2026, an estimated $73.4M.
Capital Group Growth ETF made up 0.17% of Raymond James Financial's portfolio in Q1 2026, its #100 holding.
Raymond James Financial first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 6 quarters since.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.