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Stonebridge Financial Group (Missouri)’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Stonebridge Financial Group (Missouri)’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 		$221K Hold
5,884
– – 0.15% 154
2026
Q1 		$211K Buy
+5,884
New +$215K 0.18% 155

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Envestnet Asset Management
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CGPCS
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stonebridge Financial Group (Missouri)'s CGDG Position: Q2 2026 in Review

Stonebridge Financial Group (Missouri) held its Capital Group Dividend Growers ETF (CGDG) position steady in Q2 2026 at 5,884 shares worth $221K. The position accounts for 0.15% of the portfolio, ranked #154.

Stonebridge Financial Group (Missouri) first reported a position in CGDG in Q1 2026 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Stonebridge Financial Group (Missouri) held 5,884 shares of Capital Group Dividend Growers ETF worth $221K as of Q2 2026.
  • Stonebridge Financial Group (Missouri) left its Capital Group Dividend Growers ETF share count unchanged in Q2 2026.
  • Capital Group Dividend Growers ETF made up 0.15% of Stonebridge Financial Group (Missouri)'s portfolio in Q2 2026, its #154 holding.
  • Stonebridge Financial Group (Missouri) first reported a position in Capital Group Dividend Growers ETF in Q1 2026 and has held it in 2 quarters since.
  • 280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Stonebridge Financial Group (Missouri)'s 13F filing for Q2 2026, filed 24 Jul 2026.