SS
CGVV

Sunbelt Securities’s Capital Group U.S. Large Value ETF CGVV Stock Holding History

Sunbelt Securities’s Portfolio CGVV Stock Details CGVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$78.6K Buy
2,940
+964
+49% +$27K 0.01% 913
2025
Q4 		$53.1K Buy
+1,976
New +$52.5K ﹤0.01% 983

Other funds holding CGVV

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
RFS
RM Financial Services Falmouth, Maine $135M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sunbelt Securities's CGVV Position: Q1 2026 in Review

Sunbelt Securities increased its Capital Group U.S. Large Value ETF (CGVV) stake by 49% in Q1 2026, buying an estimated $27K and bringing the position to 2,940 shares worth $78.6K. The position accounts for 0.01% of the portfolio, ranked #913.

Sunbelt Securities first reported a position in CGVV in Q4 2025 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold CGVV as of Q1 2026.

  • Sunbelt Securities held 2,940 shares of Capital Group U.S. Large Value ETF worth $78.6K as of Q1 2026.
  • Sunbelt Securities bought 964 Capital Group U.S. Large Value ETF shares in Q1 2026, an estimated $27K.
  • Capital Group U.S. Large Value ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #913 holding.
  • Sunbelt Securities first reported a position in Capital Group U.S. Large Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Capital Group U.S. Large Value ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.