SF
CGUS icon

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

Sun 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 		$757K Sell
16,372
-1,333
-8% -$57K 0.36% 81
2026
Q1 		$778K Buy
17,705
+1,158
+7% +$46.6K 0.39% 72
2025
Q4 		$666K Buy
+16,547
New +$661K 0.37% 77

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 22.9% 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

Sun Financial's CGUS Position: Q2 2026 in Review

Sun Financial reduced its Capital Group Core Equity ETF (CGUS) stake by 7.5% in Q2 2026, selling an estimated $57K and leaving 16,372 shares worth $757K. The position accounts for 0.36% of the portfolio, ranked #81.

Sun Financial first reported a position in CGUS in Q4 2025 and has held it in 3 quarters since. The position peaked at $778K in Q1 2026. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Sun Financial held 16,372 shares of Capital Group Core Equity ETF worth $757K as of Q2 2026.
  • Sun Financial sold 1,333 Capital Group Core Equity ETF shares in Q2 2026, an estimated $57K.
  • Capital Group Core Equity ETF made up 0.36% of Sun Financial's portfolio in Q2 2026, its #81 holding.
  • Sun Financial first reported a position in Capital Group Core Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Sun Financial's Capital Group Core Equity ETF position peaked at $778K in Q1 2026.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

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