PRIVATE TRUST CO NA
BankPosition in CGCV — Capital Group Conservative Equity ETF
CIK 1277557
CLEVELAND, OH
Position in CGCV
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$106,511
+$7,328 QoQ
Shares Held
3,573
+9.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGCV Over Time
Shares Held
Position Value (USD)
All Filings in CGCV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $106,511 | 3,573 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $99,183 | 3,253 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $57,449 | 1,908 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $54,568 | 1,908 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $51,735 | 1,908 | Shares | Defined | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||