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Capital Group Conservative E shares owned by Davenport & Co

Quarter-by-quarter ownership of Capital Group Conservative E (CGCV) shares owned by Davenport & Co from 13F filings

Historical chart of Davenport & Co investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Conservative E held by Davenport & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Conservative E by Davenport & Co

Quarter filed Position value Share count Share price at filing
2026-03-31 $456k 15k 29.81
2025-12-31 $286k 9.4k 30.49

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Top funds holding Capital Group Conservative E

Capital Research and Management Company - Division 3
Capital Group Private Client Services
LPL Financial
Raymond James Financial
Envestnet Asset Management
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Stifel Financial
Tribridge Partners Financial
Commonwealth Equity Services
Wells Fargo & Company
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Atlantic Trust
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