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Capital Group Conservative E shares owned by Stifel Financial

Quarter-by-quarter ownership of Capital Group Conservative E (CGCV) shares owned by Stifel Financial from 13F filings

Historical chart of Stifel Financial investment in Capital Group Conservative E

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

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Quarterly reported holdings in Capital Group Conservative E by Stifel Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $24M 783k 30.11
2025-06-30 $1.2M 42k 28.60
2025-03-31 $528k 20k 27.12

More positions owned by Stifel Financial

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
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Amazon (AMZN)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wal-Mart Stores (WMT)
Home Depot (HD)
Meta Platforms Cl A (META)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Cisco Systems (CSCO)
Johnson & Johnson (JNJ)

View all positions for Stifel Financial

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
Stifel Financial
Tribridge Partners Financial
Commonwealth Equity Services
Cetera Investment Advisers
D. J. St. Germain
Carson Advisory
Mml Investors Services
Jones Financial Companies, L.L
Atria Wealth Solutions
Citadel Advisors

View all funds holding Capital Group Conservative E