Stifel Financial’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Stifel Financial’s Portfolio CGDG Stock Details CGDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$35.6M	Buy	949,585 +159,511	+20%	+$5.93M	0.03%	472
2026 Q1	$28.4M	Buy	790,074 +202,140	+34%	+$7.4M	0.03%	504
2025 Q4	$21M	Buy	587,934 +62,223	+12%	+$2.19M	0.02%	618
2025 Q3	$18.2M	Buy	525,711 +74,667	+17%	+$2.54M	0.02%	670
2025 Q2	$15.2M	Buy	451,044 +43,429	+11%	+$1.38M	0.01%	713
2025 Q1	$12.6M	Buy	407,615 +234,798	+136%	+$7.23M	0.01%	752
2024 Q4	$5.12M	Buy	172,817 +6,578	+4%	+$200K	0.01%	1197
2024 Q3	$5.11M	Buy	166,239 +1,941	+1%	+$57.4K	0.01%	1194
2024 Q2	$4.67M	Buy	164,298 +3,095	+2%	+$88.1K	0.01%	1181
2024 Q1	$4.62M	Buy	161,203 +1,474	+0.9%	+$40.6K	0.01%	1195
2023 Q4	$4.34M	Buy	+159,729	New	+$4.09M	0.01%	1189

Other funds holding CGDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial's CGDG Position: Q2 2026 in Review

Stifel Financial increased its Capital Group Dividend Growers ETF (CGDG) stake by 20% in Q2 2026, buying an estimated $5.93M and bringing the position to 949,585 shares worth $35.6M. The position accounts for 0.03% of the portfolio, ranked #472.

Stifel Financial first reported a position in CGDG in Q4 2023 and has held it in 11 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Stifel Financial held 949,585 shares of Capital Group Dividend Growers ETF worth $35.6M as of Q2 2026.
Stifel Financial bought 159,511 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $5.93M.
Capital Group Dividend Growers ETF made up 0.03% of Stifel Financial's portfolio in Q2 2026, its #472 holding.
Stifel Financial first reported a position in Capital Group Dividend Growers ETF in Q4 2023 and has held it in 11 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.