Stifel Financial
CGCV

Stifel Financial’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Stifel Financial’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 		$25M Sell
838,352
-99,515
-11% -$3.08M 0.02% 552
2025
Q4 		$28.6M Buy
937,867
+154,629
+20% +$4.68M 0.03% 512
2025
Q3 		$23.6M Buy
783,238
+741,538
+1,778% +$21.8M 0.02% 564
2025
Q2 		$1.19M Buy
41,700
+22,235
+114% +$602K ﹤0.01% 2220
2025
Q1 		$528K Buy
+19,465
New +$533K ﹤0.01% 2648

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

Stifel Financial's CGCV Position: Q1 2026 in Review

Stifel Financial reduced its Capital Group Conservative Equity ETF (CGCV) stake by 11% in Q1 2026, selling an estimated $3.08M and leaving 838,352 shares worth $25M. The position accounts for 0.02% of the portfolio, ranked #552.

Stifel Financial first reported a position in CGCV in Q1 2025 and has held it in 5 quarters since. The position peaked at $28.6M in Q4 2025. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

  • Stifel Financial held 838,352 shares of Capital Group Conservative Equity ETF worth $25M as of Q1 2026.
  • Stifel Financial sold 99,515 Capital Group Conservative Equity ETF shares in Q1 2026, an estimated $3.08M.
  • Capital Group Conservative Equity ETF made up 0.02% of Stifel Financial's portfolio in Q1 2026, its #552 holding.
  • Stifel Financial first reported a position in Capital Group Conservative Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Stifel Financial's Capital Group Conservative Equity ETF position peaked at $28.6M in Q4 2025.
  • 144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.