Royal Bank of Canada
CGCV

Royal Bank of Canada’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Royal Bank of Canada’s Portfolio CGCV Stock Details CGCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.47M Buy
183,485
+36,784
+25% +$1.14M ﹤0.01% 2355
2025
Q4 		$4.47M Buy
146,701
+29,462
+25% +$892K ﹤0.01% 2511
2025
Q3 		$3.53M Buy
117,239
+77,312
+194% +$2.27M ﹤0.01% 2941
2025
Q2 		$1.14M Buy
39,927
+29,304
+276% +$793K ﹤0.01% 3782
2025
Q1 		$288K Buy
10,623
+9,926
+1,424% +$272K ﹤0.01% 4430
2024
Q4 		$18K Buy
+697
New +$19K ﹤0.01% 6159

Other funds holding CGCV

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TPF
Tribridge Partners Financial Columbia, Maryland $242M AUM 12.61% 1-Year Est. Return

Royal Bank of Canada's CGCV Position: Q1 2026 in Review

Royal Bank of Canada increased its Capital Group Conservative Equity ETF (CGCV) stake by 25% in Q1 2026, buying an estimated $1.14M and bringing the position to 183,485 shares worth $5.47M. The position accounts for ﹤0.01% of the portfolio, ranked #2355.

Royal Bank of Canada first reported a position in CGCV in Q4 2024 and has held it in 6 quarters since. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

  • Royal Bank of Canada held 183,485 shares of Capital Group Conservative Equity ETF worth $5.47M as of Q1 2026.
  • Royal Bank of Canada bought 36,784 Capital Group Conservative Equity ETF shares in Q1 2026, an estimated $1.14M.
  • Capital Group Conservative Equity ETF made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #2355 holding.
  • Royal Bank of Canada first reported a position in Capital Group Conservative Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.