TIAA-CREF Individual & Institutional Services
CGDV icon

TIAA-CREF Individual & Institutional Services’s Capital Group Dividend Value ETF CGDV Stock Holding History

TIAA-CREF Individual & Institutional Services’s Portfolio CGDV Stock Details CGDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$201K Buy
+4,121
New +$205K ﹤0.01% 707

Other funds holding CGDV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Capital Group Private Client Services
Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services's CGDV Position: Q3 2026 in Review

TIAA-CREF Individual & Institutional Services opened a new position in Capital Group Dividend Value ETF (CGDV) in Q3 2026: 4,121 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #707 among its holdings.

740 funds tracked by Wall St. Rank hold CGDV as of Q3 2026.

  • TIAA-CREF Individual & Institutional Services held 4,121 shares of Capital Group Dividend Value ETF worth $201K as of Q3 2026.
  • Capital Group Dividend Value ETF was a new TIAA-CREF Individual & Institutional Services position in Q3 2026.
  • Capital Group Dividend Value ETF made up ﹤0.01% of TIAA-CREF Individual & Institutional Services's portfolio in Q3 2026, its #707 holding.
  • 740 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q3 2026.

Based on TIAA-CREF Individual & Institutional Services's 13F filing for Q3 2026, filed 12 Nov 2026.