Baird Financial Group, Inc.
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1648711
MILWAUKEE, WI
Position in CGCV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,405,479
+$719,073 QoQ
Shares Held
195,170
+2.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#19
of 53 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CGCV Over Time
Shares Held
Position Value (USD)
All Filings in CGCV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,405,479 | 195,170 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $5,686,406 | 190,755 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $5,437,891 | 178,350 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,847,980 | 161,009 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,582,692 | 160,234 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $3,674,868 | 135,529 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $265,400 | 10,000 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||