Raymond James Financial
CGGR icon

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
Q2 		$765M Buy
16,206,980
+2,089,569
+15% +$94.5M 0.21% 81
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
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 22.96% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial's CGGR Position: Q2 2026 in Review

Raymond James Financial increased its Capital Group Growth ETF (CGGR) stake by 15% in Q2 2026, buying an estimated $94.5M and bringing the position to 16,206,980 shares worth $765M. The position accounts for 0.21% of the portfolio, ranked #81.

Raymond James Financial first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Raymond James Financial held 16,206,980 shares of Capital Group Growth ETF worth $765M as of Q2 2026.
  • Raymond James Financial bought 2,089,569 Capital Group Growth ETF shares in Q2 2026, an estimated $94.5M.
  • Capital Group Growth ETF made up 0.21% of Raymond James Financial's portfolio in Q2 2026, its #81 holding.
  • Raymond James Financial first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.