STIFEL FINANCIAL CORP
Position in CGCV — Capital Group Conservative Equity ETF
CIK 720672
ST. LOUIS, MO
Position in CGCV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$27,263,836
+$2,272,563 QoQ
Shares Held
830,708
-0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#8
of 53 holders
Holding Since
Mar 2025
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,263,836 | 830,708 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $24,991,273 | 838,352 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $28,595,564 | 937,867 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $23,583,296 | 783,238 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,192,620 | 41,700 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $527,793 | 19,465 | Shares | Defined | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||