Patriot Financial Group Insurance Agency, LLC
InsurancePosition in CGDG — Capital Group Dividend Growers ETF
CIK 1694883
Westborough, MA
Position in CGDG
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$4,815,913
+$3,742,401 QoQ
Shares Held
134,148
+345.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGDG Over Time
Shares Held
Position Value (USD)
All Filings in CGDG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,815,913 | 134,148 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,073,512 | 30,121 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $432,258 | 12,475 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $773,321 | 22,995 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $702,820 | 22,745 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $456,189 | 15,391 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $356,812 | 11,615 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||