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 | 10M | $327M | 0% | Jun 2026 |
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| Capital Group Private Client Services | 6.2M | $203M | 15% | Jun 2026 |
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| LPL Financial | 5.7M | $188M | 23% | Jun 2026 |
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| Raymond James Financial | 2.9M | $97M | 24% | Jun 2026 |
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| Envestnet Asset Management | 2.5M | $81M | 16% | Jun 2026 |
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| Wells Fargo & Company | 2.1M | $68M | 210% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 1.3M | $42M | 5% | Jun 2026 |
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| Cetera Investment Advisers | 1.1M | $37M | 25% | Jun 2026 |
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| DMKC Advisory Services | 952k | $31M | 1271% | Jun 2026 |
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| Jones Financial Companies, L.L | 907k | $30M | 38% | Jun 2026 |
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| Stifel Financial | 831k | $27M | -1% | Jun 2026 |
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| Tribridge Partners Financial | 783k | $26M | -1% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 646k | $21M | 100% | Jun 2026 |
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| Envision Financial Planning | 639k | $21M | 2% | Jun 2026 |
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| Commonwealth Equity Services | 638k | $21M | -11% | Jun 2026 |
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| Atlantic Trust | 536k | $18M | 4% | Jun 2026 |
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| Souders Financial Advisors | 511k | $17M | 9% | Jun 2026 |
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| Advisor Group Holdings | 488k | $16M | 39% | Jun 2026 |
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| HighPoint Advisor | 458k | $15M | 0% | Jun 2026 |
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| Mml Investors Services | 451k | $15M | 25% | Jun 2026 |
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| Bank of America Corporation | 442k | $15M | 62% | Jun 2026 |
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| Confluence Wealth Services | 416k | $14M | 19% | Jun 2026 |
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| D. J. St. Germain | 378k | $12M | -1% | Jun 2026 |
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| Cambridge Investment Research Advisors | 376k | $12M | 8% | Jun 2026 |
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| AdvisorNet Financial | 368k | $12M | 8% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 340k | $11M | 10% | Jun 2026 |
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| J. Derek Lewis & Associates | 328k | $11M | 16% | Jun 2026 |
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| Steward Partners Investment Advisory | 325k | $11M | 43% | Jun 2026 |
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| Harbour Investments | 324k | $11M | 7% | Jun 2026 |
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| ValMark Advisers | 324k | $11M | 15% | Jun 2026 |
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| Carson Advisory | 301k | $9.9M | 3% | Jun 2026 |
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| RM Financial Services | 283k | $9.3M | 1% | Jun 2026 |
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| Troutman Wealth Management | 252k | $8.3M | 2% | Jun 2026 |
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| Financial Management Network | 247k | $8.1M | 17% | Jun 2026 |
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| Royal Bank of Canada | 234k | $7.7M | 27% | Jun 2026 |
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| Midwest Heritage Bank | 232k | $7.6M | 5% | Jun 2026 |
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| Western Wealth Management | 212k | $6.9M | 762% | Jun 2026 |
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| Janney Montgomery Scott | 208k | $6.8M | 15% | Jun 2026 |
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| Baird Financial | 195k | $6.4M | 2% | Jun 2026 |
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| Apollon Wealth Management | 187k | $6.1M | 14% | Jun 2026 |
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| Compton Financial Group | 180k | $5.9M | 112% | Jun 2026 |
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| Kestra Advisory Services | 168k | $5.5M | 16% | Jun 2026 |
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| Vestmark Advisory Solutions | 164k | $5.4M | 0% | Jun 2026 |
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| Regatta Capital Group | 148k | $4.9M | 12% | Jun 2026 |
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| Branch Banking & Trust Company | 140k | $4.6M | 8% | Jun 2026 |
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| Integrated Wealth Concepts | 126k | $4.1M | 195% | Jun 2026 |
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| Great Valley Advisor Group | 115k | $3.8M | -3% | Jun 2026 |
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| Gts Securities | 108k | $3.5M | 366% | Jun 2026 |
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| Captrust Financial Advisors | 104k | $3.4M | 6% | Jun 2026 |
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| Founders Financial Securities | 97k | $3.2M | 2% | Jun 2026 |
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| Evernest Financial Advisors | 97k | $3.2M | -25% | Jun 2026 |
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| BlueChip Wealth Advisors | 96k | $3.2M | 22% | Jun 2026 |
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| Private Advisor | 86k | $2.8M | 36% | Jun 2026 |
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| Equitable Holdings | 86k | $2.8M | 179% | Jun 2026 |
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| Bulwark Capital Corp | 84k | $2.8M | 5% | Jun 2026 |
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| Assetmark | 76k | $2.5M | 14% | Jun 2026 |
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| Hartmann Taylor Wealth Management | 75k | $2.2M | -1% | Jun 2026 |
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| Prospera Financial Services | 75k | $2.4M | 7% | Jun 2026 |
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| Pines Wealth Management | 59k | $1.9M | 0% | Jun 2026 |
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| Meridian Wealth Management | 57k | $1.9M | -1% | Jun 2026 |
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| Benjamin Edwards | 57k | $1.9M | 23% | Jun 2026 |
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| Worthington Financial Partners | 56k | $1.8M | 1% | Jun 2026 |
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| CWS Financial Advisors | 54k | $1.8M | -4% | Jun 2026 |
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| Junk Investment Group | 52k | $1.7M | 3% | Jun 2026 |
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| Brookstone Capital Management | 52k | $1.7M | 600% | Jun 2026 |
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| Natixis Asset Management Advisors | 51k | $1.7M | 141% | Jun 2026 |
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| Gateway Wealth Partners | 47k | $1.6M | -31% | Jun 2026 |
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| Garrett Investment Advisors | 45k | $1.5M | 2% | Jun 2026 |
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| Continuum Advisory | 44k | $1.5M | 11% | Jun 2026 |
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| CLS Investments | 44k | $1.4M | -3% | Jun 2026 |
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| Private Client Services | 43k | $1.4M | 100% | Jun 2026 |
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| Cullen Frost Bankers | 43k | $1.4M | 24% | Jun 2026 |
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| Sigma Planning | 42k | $1.4M | 26% | Jun 2026 |
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| Principal Securities | 40k | $1.3M | 5% | Jun 2026 |
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| Envestnet Portfolio Solutions | 37k | $1.2M | 21% | Jun 2026 |
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| Ubs Global Asset Management Americas | 37k | $1.2M | 0% | Jun 2026 |
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| Pensionmark Financial Group | 35k | $1.1M | 12% | Jun 2026 |
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| HighTower Advisors | 33k | $1.1M | 8% | Jun 2026 |
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| D.A. Davidson & Co. | 26k | $859k | 2% | Jun 2026 |
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| Main Line Retirement Advisors | 25k | $826k | 0% | Jun 2026 |
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| Rothschild Investment | 25k | $816k | 4% | Jun 2026 |
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| Goss Wealth Management | 25k | $803k | 62% | Jun 2026 |
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| Bank of New York Mellon | 24k | $776k | 100% | Jun 2026 |
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| KWB Wealth | 23k | $764k | 34% | Jun 2026 |
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| Regal Investment Advisors | 23k | $759k | 4% | Jun 2026 |
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| Kingsview Wealth Management | 22k | $652k | -38% | Mar 2026 |
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| Independent Financial Group | 20k | $658k | -1% | Jun 2026 |
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| Stratos Wealth Partners | 20k | $656k | 8% | Jun 2026 |
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| Capital Analysts | 20k | $649k | 35% | Jun 2026 |
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| Ameritas Advisory Services | 20k | $640k | 100% | Jun 2026 |
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| Synergy Investment Management | 19k | $623k | 0% | Jun 2026 |
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| AI Financial Services | 19k | $617k | -10% | Jun 2026 |
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| Davenport & Co | 19k | $607k | 21% | Jun 2026 |
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| M.e. Allison & Co | 18k | $576k | 22% | Jun 2026 |
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| Global Retirement Partners | 17k | $542k | 95% | Jun 2026 |
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| Cyndeo Wealth Partners | 17k | $540k | 0% | Jun 2026 |
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| Merit Financial Group | 16k | $527k | 100% | Jun 2026 |
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| Transamerica Financial Advisors | 16k | $528k | -5% | Jun 2026 |
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| Aspire Growth Partners | 16k | $514k | 118% | Jun 2026 |
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| Evergreen Wealth Solutions | 14k | $482k | 21% | Jun 2026 |
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| Advisortrust Partners | 14k | $458k | 27% | Jun 2026 |
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| Flagship Wealth Advisors | 13k | $437k | 100% | Jun 2026 |
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| Lodestone Wealth Management | 13k | $421k | 0% | Jun 2026 |
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| AQR Capital Management | 13k | $414k | 0% | Jun 2026 |
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| Eq Wealth Advisors | 12k | $402k | 100% | Jun 2026 |
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| Simplicity Wealth | 12k | $380k | 1% | Jun 2026 |
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| Nations Financial Group | 12k | $377k | 15% | Jun 2026 |
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| Concurrent Investment Advisors | 11k | $362k | 100% | Jun 2026 |
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| Capital Investment Management | 11k | $358k | 44% | Jun 2026 |
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| Creative Planning | 11k | $355k | 9% | Jun 2026 |
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| Advisory Services Network | 11k | $354k | 16% | Jun 2026 |
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| D. E. Shaw & Co | 11k | $347k | 100% | Jun 2026 |
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| HB Wealth Management | 10k | $341k | 100% | Jun 2026 |
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| LongView Wealth Management | 10k | $336k | -19% | Jun 2026 |
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| Park Avenue Securities | 10k | $331k | 100% | Jun 2026 |
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| Perennial Investment Advisors | 9.7k | $319k | 100% | Jun 2026 |
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| Fearless Solutions, LLC dba Best Invest | 9.7k | $319k | 15% | Jun 2026 |
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| Wedbush Morgan Securities | 9.7k | $318k | 2% | Jun 2026 |
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| OneAscent Financial Services | 9.5k | $312k | 0% | Jun 2026 |
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| Golden State Wealth Management | 9.5k | $310k | -85% | Jun 2026 |
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| SRS Capital Advisors | 9.2k | $302k | 6023% | Jun 2026 |
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| Triune Financial Partners | 9.1k | $300k | 0% | Jun 2026 |
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| U.S. Capital Wealth Advisors | 9.0k | $269k | 100% | Mar 2026 |
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| Mercer Global Advisors | 8.0k | $262k | 100% | Jun 2026 |
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| Signature Estate and Investment Advisors | 7.9k | $259k | 10% | Jun 2026 |
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| Gwn Securities | 7.4k | $242k | 1% | Jun 2026 |
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| Daymark Wealth Partners | 7.3k | $240k | 1% | Jun 2026 |
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| Sittner & Nelson | 7.2k | $238k | 0% | Jun 2026 |
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| Birchwood Financial Partners | 6.9k | $227k | 2% | Jun 2026 |
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| Virtu Financial | 6.9k | $226k | -62% | Jun 2026 |
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| Gerber Kawasaki Wealth & Investment Management | 6.8k | $203k | 100% | Mar 2026 |
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| J.w. Cole Advisors | 6.7k | $221k | 100% | Jun 2026 |
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| Hunter Associates | 6.4k | $210k | 100% | Jun 2026 |
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| Maridea Wealth Management | 6.4k | $209k | 100% | Jun 2026 |
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| TCFG Investment Advisors | 6.2k | $204k | 100% | Jun 2026 |
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| Smartleaf Asset Management | 5.4k | $177k | 0% | Jun 2026 |
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| Fifth Third Bancorp | 4.5k | $148k | 1570% | Jun 2026 |
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| DHJJ Financial Advisors | 3.8k | $124k | 0% | Jun 2026 |
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| Private Trust Co Na | 3.6k | $117k | 0% | Jun 2026 |
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| Farther Finance Advisors | 2.4k | $78k | 59% | Jun 2026 |
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| IFG Advisory | 2.2k | $72k | 100% | Jun 2026 |
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| EverSource Wealth Advisors | 2.1k | $70k | 0% | Jun 2026 |
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| Geneos Wealth Management | 2.1k | $70k | 13% | Jun 2026 |
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| IAG Wealth Partners | 2.0k | $67k | 65% | Jun 2026 |
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| Harborfront Financial Group | 2.0k | $66k | 100% | Jun 2026 |
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| Nbc Securities | 1.5k | $48k | 0% | Jun 2026 |
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| CoreCap Advisors | 1.1k | $36k | 19% | Jun 2026 |
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| Sunbelt Securities | 1.0k | $30k | 0% | Mar 2026 |
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| Marshall Investment Management | 930.00 | $31k | 0% | Jun 2026 |
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| Silver Grove Financial Group | 861.00 | $28k | 100% | Jun 2026 |
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Who sold out of Capital Group Conservative E?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Mar 2026 | 648k | $19M |
| Susquehanna International | Mar 2026 | 154k | $4.6M |
| Jane Street | Mar 2026 | 133k | $4.0M |
| Canandaigua National Trust Co of Florida | Dec 2025 | 48k | $1.5M |
| PCG Wealth Advisors | Mar 2026 | 31k | $935k |
| Independent Advisor Alliance | Mar 2026 | 21k | $632k |
| Mariner Wealth Advisors | Mar 2026 | 10k | $301k |