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Capital Group Dividend Growe shares owned by Sovran Advisors

Quarter-by-quarter ownership of Capital Group Dividend Growe (CGDG) shares owned by Sovran Advisors from 13F filings

Historical chart of Sovran Advisors investment in Capital Group Dividend Growe

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Dividend Growe held by Sovran Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Dividend Growe by Sovran Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 61k 34.94
2025-06-30 $1.7M 52k 33.77
2025-03-31 $498k 17k 30.18

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Capital Group Dividend Value Shs Creation Uni (CGDV)
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Ishares Tr Core Total Usd (IUSB)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
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View all positions for Sovran Advisors

Top funds holding Capital Group Dividend Growe

Capital Research and Management Company - Division 3
Envestnet Asset Management
LPL Financial
Advance Capital Management
Capital Group Private Client Services
Raymond James Financial
Cetera Investment Advisers
Royal Bank of Canada
Commonwealth Equity Services
Morgan Stanley
Confluence Wealth Services
Mml Investors Services
Wells Fargo & Company
Advisor Group Holdings
Cambridge Investment Research Advisors

View all funds holding Capital Group Dividend Growe