Truist Financial’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Truist Financial’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	$15.1M	Buy	402,980 +57,063	+16%	+$2.12M	0.02%	516
2026 Q1	$12.4M	Buy	345,917 +58,484	+20%	+$2.14M	0.02%	544
2025 Q4	$10.2M	Buy	287,433 +28,846	+11%	+$1.01M	0.01%	598
2025 Q3	$8.96M	Buy	258,587 +83,180	+47%	+$2.83M	0.01%	650
2025 Q2	$5.9M	Buy	175,407 +14,750	+9%	+$469K	0.01%	780
2025 Q1	$4.96M	Buy	160,657 +17,205	+12%	+$529K	0.01%	841
2024 Q4	$4.25M	Buy	143,452 +39,841	+38%	+$1.21M	0.01%	908
2024 Q3	$3.18M	Buy	+103,611	New	+$3.06M	0.01%	1030

Other funds holding CGDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Truist Financial's CGDG Position: Q2 2026 in Review

Truist Financial increased its Capital Group Dividend Growers ETF (CGDG) stake by 16% in Q2 2026, buying an estimated $2.12M and bringing the position to 402,980 shares worth $15.1M. The position accounts for 0.02% of the portfolio, ranked #516.

Truist Financial first reported a position in CGDG in Q3 2024 and has held it in 8 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Truist Financial held 402,980 shares of Capital Group Dividend Growers ETF worth $15.1M as of Q2 2026.
Truist Financial bought 57,063 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $2.12M.
Capital Group Dividend Growers ETF made up 0.02% of Truist Financial's portfolio in Q2 2026, its #516 holding.
Truist Financial first reported a position in Capital Group Dividend Growers ETF in Q3 2024 and has held it in 8 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.