Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / SHS
-
Total 13F shares
-
10,342,017
-
Share change
-
+2,332,559
-
Total reported value
-
$295,881,378
-
Price per share
-
$28.60
-
Number of holders
-
83
-
Value change
-
+$66,983,410
-
Number of buys
-
64
-
Number of sells
-
19
Institutional Holders of CAPITAL GROUP CONSERVATIVE E - SHS (CGCV) as of Q2 2025
As of 30 Jun 2025,
CAPITAL GROUP CONSERVATIVE E - SHS (CGCV) was held by
83 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
10,342,017 shares.
The largest 10 holders included
Capital Group Private Client Services, Inc., RAYMOND JAMES FINANCIAL INC, LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC, Tribridge Partners Financial LLC, COMMONWEALTH EQUITY SERVICES, LLC, ST GERMAIN D J CO INC, Atria Wealth Solutions, Inc., Evernest Financial Advisors, LLC, and Cetera Investment Advisers.
This page lists
83
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.