Raymond James Financial
CGUS icon

Raymond James Financial’s Capital Group Core Equity ETF CGUS Stock Holding History

Raymond James Financial’s Portfolio CGUS Stock Details CGUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$439M Buy
9,873,183
+1,069,194
+12% +$45.8M 0.12% 139
2026
Q1 		$338M Buy
8,803,989
+1,495,738
+20% +$60.2M 0.1% 169
2025
Q4 		$294M Buy
7,308,251
+279,570
+4% +$11.2M 0.09% 192
2025
Q3 		$278M Buy
7,028,681
+1,360,335
+24% +$52.2M 0.09% 203
2025
Q2 		$209M Buy
5,668,346
+450,094
+9% +$15.3M 0.07% 245
2025
Q1 		$174M Buy
5,218,252
+370,182
+8% +$13M 0.07% 273
2024
Q4 		$170M Buy
+4,848,070
New +$170M 0.06% 280

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 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

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

Raymond James Financial increased its Capital Group Core Equity ETF (CGUS) stake by 12% in Q2 2026, buying an estimated $45.8M and bringing the position to 9,873,183 shares worth $439M. The position accounts for 0.12% of the portfolio, ranked #139.

Raymond James Financial first reported a position in CGUS in Q4 2024 and has held it in 7 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Raymond James Financial held 9,873,183 shares of Capital Group Core Equity ETF worth $439M as of Q2 2026.
  • Raymond James Financial bought 1,069,194 Capital Group Core Equity ETF shares in Q2 2026, an estimated $45.8M.
  • Capital Group Core Equity ETF made up 0.12% of Raymond James Financial's portfolio in Q2 2026, its #139 holding.
  • Raymond James Financial first reported a position in Capital Group Core Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

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