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STIFEL FINANCIAL CORP

Position in CGDV — Capital Group Dividend Value ETF

CIK 720672 ST. LOUIS, MO

Position in CGDV

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$321,379,272
+$61,093,349 QoQ
Shares Held
6,521,495
+6.6% QoQ
Ownership
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#14
of 204 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority Sole 99% Shared 0% None 1%

Common Shares in CGDV Over Time

Shares Held

Position Value (USD)

All Filings in CGDV

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $321,379,272 6,521,495
2026-03-31 $260,285,923 6,118,616
2025-12-31 $208,695,250 4,782,201
2025-09-30 $162,440,358 3,864,867
2025-06-30 $135,181,336 3,423,179
2025-03-31 $109,232,144 3,064,875
2024-12-31 $90,383,967 2,563,357
2024-09-30 $72,259,571 1,982,974
2024-06-30 $60,496,227 1,833,219
2024-03-31 $41,741,602 1,284,357
2023-12-31 $35,541,140 1,191,057
2023-09-30 $27,810,122 1,050,628
2023-06-30 $27,362,884 1,011,941
2023-03-31 $22,837,557 915,700
2022-12-31 $5,162,199 218,830
2022-09-30 $1,823,893 89,319
2022-06-30 $849,900 38,078