Position history for COMMONWEALTH EQUITY SERVICES, LLC's holdings in CAPITAL GROUP DIVIDEND VALUE
COMMONWEALTH EQUITY SERVICES, LLC holds 13.5M shares of CGDV (CAPITAL GROUP DIVIDEND VALUE), worth $572.9M as of 2026-Q1. The position was increased (+9.0% shares). CGDV represents 0.8% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.
Current Value
$572.9M
Current Shares
13.5M
Total Value Change
+$377.1M
Total Shares Change
+7.5M
Other major holders of CGDV: Kestra Advisory Services, LLC, LPL Financial LLC
Increased |
| 13.5M |
+9.0% |
| $572.9M |
| 0.8% |
| $44.98 |
48 |
| 2025-Q4 | Increased | 12.4M | +12.8% | $539.2M | 0.7% | $43.93 | 50 |
| 2025-Q3 | Increased | 11M | +11.1% | $460.6M | 0.6% | $41.61 | 49 |
| 2025-Q2 | Increased | 9.9M | +6.2% | $389.6M | 0.5% | $39.01 | 47 |
| 2025-Q1 | Increased | 9.3M | +15.2% | $331M | 0.5% | $34.98 | 43 |
| 2024-Q4 | Increased | 8.1M | +14.3% | $284.4M | 0.4% | $34.80 | 42 |
| 2024-Q3 | Increased | 7.1M | +18.9% | $257.1M | 0.4% | $35.64 | 43 |
| 2024-Q2 | Increased | 5.9M | +32.5% | $195.9M | 0.3% | $32.24 | 47 |