Wells Fargo’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Wells Fargo’s Portfolio CGMM Stock Details CGMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$155M	Buy	4,714,240 +1,682,787	+56%	+$53M	0.03%	523
2026 Q1	$89M	Buy	3,031,453 +1,443,185	+91%	+$43.8M	0.02%	678
2025 Q4	$45.8M	Buy	1,588,268 +1,234,872	+349%	+$35.1M	0.01%	983
2025 Q3	$10M	Buy	+353,396	New	+$9.85M	﹤0.01%	1996

Other funds holding CGMM

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo's CGMM Position: Q2 2026 in Review

Wells Fargo increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 56% in Q2 2026, buying an estimated $53M and bringing the position to 4,714,240 shares worth $155M. The position accounts for 0.03% of the portfolio, ranked #523.

Wells Fargo first reported a position in CGMM in Q3 2025 and has held it in 4 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

Wells Fargo held 4,714,240 shares of Capital Group U.S. Small and Mid Cap ETF worth $155M as of Q2 2026.
Wells Fargo bought 1,682,787 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $53M.
Capital Group U.S. Small and Mid Cap ETF made up 0.03% of Wells Fargo's portfolio in Q2 2026, its #523 holding.
Wells Fargo first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q3 2025 and has held it in 4 quarters since.
226 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.