Stifel Financial
CGGR icon

Stifel Financial’s Capital Group Growth ETF CGGR Stock Holding History

Stifel 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 		$137M Buy
2,911,584
+477,680
+20% +$21.6M 0.11% 194
2026
Q1 		$97.8M Buy
2,433,904
+93,336
+4% +$4.03M 0.09% 230
2025
Q4 		$104M Buy
2,340,568
+553,253
+31% +$24.4M 0.09% 216
2025
Q3 		$78.5M Buy
1,787,315
+165,044
+10% +$6.97M 0.07% 268
2025
Q2 		$65.9M Buy
1,622,271
+138,364
+9% +$5.05M 0.06% 293
2025
Q1 		$50.8M Buy
1,483,907
+323,498
+28% +$12.1M 0.05% 328
2024
Q4 		$43.1M Buy
1,160,409
+122,633
+12% +$4.51M 0.04% 353
2024
Q3 		$36.1M Sell
1,037,776
-12,101
-1% -$401K 0.04% 399
2024
Q2 		$34.5M Buy
1,049,877
+105,142
+11% +$3.34M 0.04% 379
2024
Q1 		$30.2M Buy
944,735
+71,566
+8% +$2.15M 0.03% 416
2023
Q4 		$24.6M Buy
873,169
+154,003
+21% +$3.98M 0.03% 437
2023
Q3 		$17.6M Buy
719,166
+147,353
+26% +$3.74M 0.02% 513
2023
Q2 		$14.4M Sell
571,813
-4,310
-0.7% -$100K 0.02% 578
2023
Q1 		$12.9M Buy
576,123
+124,028
+27% +$2.69M 0.02% 597
2022
Q4 		$9.01M Buy
452,095
+40,042
+10% +$815K 0.01% 698
2022
Q3 		$8.04M Buy
412,053
+95,662
+30% +$2.04M 0.01% 717
2022
Q2 		$6.32M Buy
+316,391
New +$7.13M 0.01% 849

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Stifel Financial's CGGR Position: Q2 2026 in Review

Stifel Financial increased its Capital Group Growth ETF (CGGR) stake by 20% in Q2 2026, buying an estimated $21.6M and bringing the position to 2,911,584 shares worth $137M. The position accounts for 0.11% of the portfolio, ranked #194.

Stifel Financial first reported a position in CGGR in Q2 2022 and has held it in 17 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Stifel Financial held 2,911,584 shares of Capital Group Growth ETF worth $137M as of Q2 2026.
  • Stifel Financial bought 477,680 Capital Group Growth ETF shares in Q2 2026, an estimated $21.6M.
  • Capital Group Growth ETF made up 0.11% of Stifel Financial's portfolio in Q2 2026, its #194 holding.
  • Stifel Financial first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

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