Who owns CAPITAL GROUP CONSERVATIVE E?
- Ticker: CGCV
- CUSIP Number: 14020u100
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Analyze quarterly positions in Capital Group Conservative E with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Capital Group Conservative E stock
Who bought or sold CAPITAL GROUP CONSERVATIVE E this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Capital Research and Management Company - Division 3 | 9.9M | $296M | 0% | Mar 2026 |
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| Capital Group Private Client Services | 5.4M | $160M | 44% | Mar 2026 |
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| LPL Financial | 4.7M | $139M | 18% | Mar 2026 |
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| Raymond James Financial | 3.0M | $91M | 56% | Dec 2025 |
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| Envestnet Asset Management | 2.1M | $64M | 19% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 1.2M | $36M | 12% | Mar 2026 |
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| Cetera Investment Advisers | 892k | $27M | 13% | Mar 2026 |
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| Stifel Financial | 838k | $25M | -11% | Mar 2026 |
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| Tribridge Partners Financial | 794k | $24M | 5% | Mar 2026 |
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| Commonwealth Equity Services | 714k | $21M | 25% | Mar 2026 |
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| Wells Fargo & Company | 666k | $20M | 83% | Mar 2026 |
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| Citadel Advisors | 648k | $19M | 503% | Mar 2026 |
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| Envision Financial Planning | 629k | $19M | 4% | Mar 2026 |
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| Atlantic Trust | 514k | $15M | 68% | Mar 2026 |
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| Souders Financial Advisors | 469k | $14M | 100% | Mar 2026 |
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| Jones Financial Companies, L.L | 381k | $12M | 46% | Dec 2025 |
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| D. J. St. Germain | 380k | $11M | -1% | Mar 2026 |
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| Mml Investors Services | 362k | $11M | 13% | Mar 2026 |
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| Confluence Wealth Services | 351k | $11M | 31% | Mar 2026 |
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| Cambridge Investment Research Advisors | 348k | $10M | 9% | Mar 2026 |
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| AdvisorNet Financial | 342k | $10M | 820% | Mar 2026 |
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| Harbour Investments | 303k | $9.0M | 504% | Mar 2026 |
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| Carson Advisory | 292k | $8.7M | 3% | Mar 2026 |
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| J. Derek Lewis & Associates | 282k | $8.4M | 1% | Mar 2026 |
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| Advisor Group Holdings | 281k | $8.6M | 26% | Dec 2025 |
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| RM Financial Services | 281k | $8.4M | 100% | Mar 2026 |
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| ValMark Advisers | 281k | $8.4M | 20% | Mar 2026 |
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| Bank of America Corporation | 273k | $8.1M | 100% | Mar 2026 |
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| Troutman Wealth Management | 247k | $7.4M | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 227k | $6.8M | 5% | Mar 2026 |
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| Midwest Heritage Bank | 222k | $6.6M | 55% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 214k | $6.9M | 1397% | Dec 2025 |
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| Financial Management Network | 211k | $6.5M | 7% | Mar 2026 |
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| Susquehanna International | 187k | $5.7M | 73% | Dec 2025 |
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| Royal Bank of Canada | 184k | $6.1M | 57% | Mar 2026 |
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| Janney Montgomery Scott | 180k | $5.4M | 25% | Mar 2026 |
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| Baird Financial | 178k | $5.4M | 11% | Dec 2025 |
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| Vestmark Advisory Solutions | 164k | $4.9M | 13% | Mar 2026 |
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| Apollon Wealth Management | 163k | $4.9M | 38% | Mar 2026 |
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| Old Mission Capital | 159k | $4.8M | 51% | Dec 2025 |
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| Kestra Advisory Services | 145k | $4.3M | 214% | Mar 2026 |
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| Jane Street | 133k | $4.0M | 100% | Mar 2026 |
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| Regatta Capital Group | 132k | $3.9M | 18% | Mar 2026 |
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| Branch Banking & Trust Company | 130k | $3.9M | -46% | Mar 2026 |
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| Evernest Financial Advisors | 130k | $4.0M | -48% | Mar 2026 |
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| Great Valley Advisor Group | 119k | $3.6M | -27% | Mar 2026 |
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| Founders Financial Securities | 95k | $3.0M | 28% | Mar 2026 |
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| Captrust Financial Advisors | 86k | $2.6M | 29% | Dec 2025 |
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| Compton Financial Group | 85k | $2.5M | 100% | Mar 2026 |
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| Gts Securities | 81k | $2.5M | 206% | Dec 2025 |
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| Bulwark Capital Corp | 80k | $2.4M | -6% | Mar 2026 |
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| BlueChip Wealth Advisors | 79k | $2.4M | 310% | Mar 2026 |
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| Hartmann Taylor Wealth Management | 76k | $2.3M | 15% | Mar 2026 |
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| Prospera Financial Services | 70k | $2.1M | 100% | Mar 2026 |
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| DMKC Advisory Services | 69k | $2.1M | 18% | Mar 2026 |
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| Gateway Wealth Partners | 68k | $2.0M | 326% | Mar 2026 |
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| Assetmark | 66k | $2.0M | 6% | Mar 2026 |
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| Golden State Wealth Management | 64k | $1.9M | 16% | Mar 2026 |
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| Private Advisor | 63k | $1.9M | 3% | Mar 2026 |
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| Pines Wealth Management | 59k | $1.7M | -1% | Mar 2026 |
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| Meridian Wealth Management | 58k | $1.7M | 0% | Mar 2026 |
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| CWS Financial Advisors | 56k | $1.7M | 0% | Mar 2026 |
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| Worthington Financial Partners | 55k | $1.6M | 2% | Mar 2026 |
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| Junk Investment Group | 51k | $1.5M | 100% | Mar 2026 |
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| Benjamin Edwards | 46k | $1.4M | 21% | Mar 2026 |
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| CLS Investments | 45k | $1.4M | 4% | Mar 2026 |
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| Garrett Investment Advisors | 44k | $1.3M | 2% | Mar 2026 |
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| Integrated Wealth Concepts | 43k | $1.3M | 38% | Mar 2026 |
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| Continuum Advisory | 40k | $1.2M | 50% | Mar 2026 |
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| Principal Securities | 38k | $1.1M | 7% | Mar 2026 |
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| Ubs Global Asset Management Americas | 37k | $1.1M | 100% | Mar 2026 |
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| Cullen Frost Bankers | 35k | $1.0M | 13% | Mar 2026 |
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| Sigma Planning | 33k | $983k | 14% | Mar 2026 |
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| PCG Wealth Advisors | 31k | $935k | 100% | Mar 2026 |
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| Pensionmark Financial Group | 31k | $918k | 61% | Mar 2026 |
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| Equitable Holdings | 31k | $934k | 143% | Mar 2026 |
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| Envestnet Portfolio Solutions | 31k | $909k | -16% | Mar 2026 |
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| HighTower Advisors | 30k | $904k | 3% | Mar 2026 |
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| D.A. Davidson & Co. | 26k | $763k | 15% | Mar 2026 |
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| Main Line Retirement Advisors | 25k | $747k | 26% | Mar 2026 |
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| Western Wealth Management | 25k | $732k | 13% | Mar 2026 |
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| Rothschild Investment | 24k | $711k | 100% | Mar 2026 |
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| Kingsview Wealth Management | 22k | $652k | -38% | Mar 2026 |
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| Natixis Asset Management Advisors | 21k | $632k | 76% | Mar 2026 |
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| Independent Advisor Alliance | 21k | $632k | 100% | Mar 2026 |
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| AI Financial Services | 21k | $622k | 11% | Mar 2026 |
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| Independent Financial Group | 20k | $603k | 100% | Mar 2026 |
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| Regal Investment Advisors | 20k | $596k | 8% | Dec 2025 |
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| Synergy Investment Management | 19k | $579k | -18% | Dec 2025 |
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| Stratos Wealth Partners | 19k | $553k | -2% | Mar 2026 |
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| KWB Wealth | 17k | $528k | 0% | Mar 2026 |
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| Transamerica Financial Advisors | 17k | $504k | 92% | Mar 2026 |
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| Cyndeo Wealth Partners | 17k | $491k | 4% | Mar 2026 |
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| Davenport & Co | 15k | $456k | 63% | Mar 2026 |
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| Capital Analysts | 15k | $438k | 72% | Mar 2026 |
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| M.e. Allison & Co | 14k | $431k | 1% | Mar 2026 |
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| Lodestone Wealth Management | 13k | $381k | 0% | Mar 2026 |
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| LongView Wealth Management | 13k | $395k | 100% | Mar 2026 |
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| AQR Capital Management | 13k | $376k | 0% | Mar 2026 |
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| Evergreen Wealth Solutions | 12k | $352k | 100% | Mar 2026 |
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| Simplicity Wealth | 11k | $341k | 10% | Mar 2026 |
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| Advisortrust Partners | 11k | $328k | 39% | Mar 2026 |
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| Mariner Wealth Advisors | 10k | $301k | -7% | Mar 2026 |
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| Nations Financial Group | 10k | $299k | 49% | Mar 2026 |
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| Creative Planning | 9.9k | $296k | 0% | Mar 2026 |
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| OneAscent Financial Services | 9.5k | $283k | 0% | Mar 2026 |
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| Wedbush Morgan Securities | 9.4k | $282k | 2% | Mar 2026 |
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| Triune Financial Partners | 9.1k | $271k | 0% | Mar 2026 |
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| U.S. Capital Wealth Advisors | 9.0k | $269k | 100% | Mar 2026 |
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| Fearless Solutions, LLC dba Best Invest | 8.5k | $253k | 100% | Mar 2026 |
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| Global Retirement Partners | 8.5k | $258k | 21% | Dec 2025 |
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| Capital Investment Management | 7.6k | $226k | 8% | Mar 2026 |
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| Brookstone Capital Management | 7.4k | $219k | -87% | Mar 2026 |
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| Daymark Wealth Partners | 7.2k | $216k | 0% | Mar 2026 |
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| Sittner & Nelson | 7.2k | $216k | 0% | Mar 2026 |
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| Signature Estate and Investment Advisors | 7.2k | $214k | 100% | Mar 2026 |
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| Aspire Growth Partners | 7.2k | $214k | 100% | Mar 2026 |
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| Gerber Kawasaki Wealth & Investment Management | 6.8k | $203k | 100% | Mar 2026 |
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| Birchwood Financial Partners | 6.8k | $202k | 0% | Mar 2026 |
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| Smartleaf Asset Management | 5.4k | $158k | 7% | Mar 2026 |
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| DHJJ Financial Advisors | 3.8k | $113k | 100% | Mar 2026 |
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| Private Trust Co Na | 3.6k | $107k | 10% | Mar 2026 |
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| EverSource Wealth Advisors | 2.1k | $63k | 31% | Mar 2026 |
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| ORG Partners | 1.9k | $58k | 179% | Dec 2025 |
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| Geneos Wealth Management | 1.9k | $56k | 107% | Mar 2026 |
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| Farther Finance Advisors | 1.5k | $45k | 213% | Mar 2026 |
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| Nbc Securities | 1.5k | $43k | 0% | Mar 2026 |
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| IAG Wealth Partners | 1.2k | $37k | 100% | Mar 2026 |
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| Sunbelt Securities | 1.0k | $30k | 0% | Mar 2026 |
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| Marshall Investment Management | 930.00 | $28k | 100% | Mar 2026 |
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| CoreCap Advisors | 911.00 | $27k | 100% | Mar 2026 |
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| Brian McDonald | 905.00 | $28k | 0% | Dec 2025 |
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| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 768.00 | $23k | 100% | Dec 2025 |
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| Ameriflex Group | 700.00 | $21k | -50% | Dec 2025 |
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| Fifth Third Bancorp | 270.00 | $8.0k | 100% | Mar 2026 |
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| Morgan Stanley | 213.00 | $6.3k | 100% | Mar 2026 |
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| SRS Capital Advisors | 150.00 | $4.5k | 0% | Mar 2026 |
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| Rossby Financial, LCC | 79.00 | $2.4k | 0% | Mar 2026 |
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| CX Institutional | 43.00 | $999.999400 | 0% | Mar 2026 |
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| CWM | 31.00 | $1.0k | 100% | Dec 2025 |
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| FMR | 2.00 | $61.000000 | 100% | Dec 2025 |
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Who sold out of Capital Group Conservative E?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 829k | $26M |
| Canandaigua National Trust Co of Florida | Dec 2025 | 48k | $1.5M |
| Trademark Financial Management | Dec 2025 | 34k | $1.0M |
| Advisory Services Network | Sep 2025 | 25k | $749k |
| Perennial Investment Advisors | Dec 2025 | 16k | $483k |
| JSF Financial | Dec 2025 | 10k | $312k |
| J.w. Cole Advisors | Dec 2025 | 8.0k | $243k |
| Continental Investors Services | Dec 2025 | 6.9k | $214k |
| Stratos Wealth Advisors | Dec 2025 | 6.8k | $208k |
| Goss Wealth Management | Dec 2025 | 5.9k | $181k |
| Merited Wealth | Dec 2025 | 5.9k | $179k |
| Rockefeller Capital Management | Dec 2025 | 600.00 | $18k |
| GPS Wealth Strategies Group | Sep 2025 | 506.00 | $15k |
| Jpmorgan Chase & Co | Sep 2025 | 272.00 | $8.2k |
| Creative Financial Designs | Dec 2025 | 250.00 | $7.6k |