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CGCVCGCV
6 quarters

Position history for STIFEL FINANCIAL CORPSTIFEL FINANCIAL CORP's holdings in CAPITAL GROUP CONSERVATIVE E

STIFEL FINANCIAL CORP holds 830,708 shares of CGCV (CAPITAL GROUP CONSERVATIVE E), worth $27.3M as of 2026-Q2. The position was decreased (-0.9% shares). CGCV represents 0.0% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$27.3M

Current Shares

830,708

Total Value Change

+$26.7M

Total Shares Change

+811,243

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
830,708
-0.9%
$27.3M0.0%$32.82
0
2026-Q1
Decreased
838,352
-10.6%
$25M0.0%$31.49
0
2025-Q4
Increased
937,867
+19.7%
$28.6M0.0%$30.67
34
2025-Q3
Increased
783,238
+1778.3%
$23.6M0.0%$29.80
46
2025-Q2
Increased
41,700
+114.2%
$1.2M0.0%$28.22
41
2025-Q1
New
19,465
-
$527,7940.0%$26.60
33

Other major holders of CGCV: Capital International Investors, LPL Financial LLC

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