Stifel Financial
CGUS icon

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

Stifel 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 		$63.5M Buy
1,427,183
+191,619
+16% +$8.2M 0.05% 329
2026
Q1 		$47.5M Buy
1,235,564
+166,798
+16% +$6.72M 0.04% 377
2025
Q4 		$43M Buy
1,068,766
+95,687
+10% +$3.82M 0.04% 390
2025
Q3 		$38.5M Buy
973,079
+125,897
+15% +$4.83M 0.04% 427
2025
Q2 		$31.3M Buy
847,182
+109,551
+15% +$3.73M 0.03% 456
2025
Q1 		$24.6M Sell
737,631
-185,492
-20% -$6.52M 0.03% 504
2024
Q4 		$32.3M Buy
923,123
+72,124
+8% +$2.53M 0.03% 420
2024
Q3 		$29.2M Sell
850,999
-43,432
-5% -$1.43M 0.03% 446
2024
Q2 		$28.8M Sell
894,431
-296,739
-25% -$9.27M 0.03% 432
2024
Q1 		$37.1M Buy
1,191,170
+767,357
+181% +$22.7M 0.04% 364
2023
Q4 		$12M Buy
423,813
+46,750
+12% +$1.23M 0.02% 705
2023
Q3 		$9.47M Buy
377,063
+23,434
+7% +$607K 0.01% 745
2023
Q2 		$9.08M Buy
353,629
+105,218
+42% +$2.57M 0.01% 753
2023
Q1 		$5.88M Buy
248,411
+89,403
+56% +$2.09M 0.01% 922
2022
Q4 		$3.57M Buy
159,008
+43,725
+38% +$971K 0.01% 1164
2022
Q3 		$2.35M Buy
115,283
+59,478
+107% +$1.34M ﹤0.01% 1359
2022
Q2 		$1.21M Buy
+55,805
New +$1.31M ﹤0.01% 1847

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

Stifel Financial's CGUS Position: Q2 2026 in Review

Stifel Financial increased its Capital Group Core Equity ETF (CGUS) stake by 16% in Q2 2026, buying an estimated $8.2M and bringing the position to 1,427,183 shares worth $63.5M. The position accounts for 0.05% of the portfolio, ranked #329.

Stifel Financial first reported a position in CGUS in Q2 2022 and has held it in 17 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Stifel Financial held 1,427,183 shares of Capital Group Core Equity ETF worth $63.5M as of Q2 2026.
  • Stifel Financial bought 191,619 Capital Group Core Equity ETF shares in Q2 2026, an estimated $8.2M.
  • Capital Group Core Equity ETF made up 0.05% of Stifel Financial's portfolio in Q2 2026, its #329 holding.
  • Stifel Financial first reported a position in Capital Group Core Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

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