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Position history for STIFEL FINANCIAL CORPSTIFEL FINANCIAL CORP's holdings in CAPITAL GRP FIXED INCM ETF T

STIFEL FINANCIAL CORP holds 2.2M shares of CGMS (CAPITAL GRP FIXED INCM ETF T), worth $60M as of 2026-Q2. The position was increased (+15.3% shares). CGMS represents 0.0% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$60M

Current Shares

2.2M

Total Value Change

+$46.1M

Total Shares Change

+1.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.2M
+15.3%
$60M0.0%$27.17
34
2026-Q1
Increased
1.9M
+36.9%
$51.9M0.0%$26.64
38
2025-Q4
Increased
1.4M
+17.3%
$38.4M0.0%$26.70
34
2025-Q3
Decreased
1.2M
-4.4%
$32.9M0.0%$26.39
0
2025-Q2
Increased
1.2M
+25.2%
$34.3M0.0%$25.84
36
2025-Q1
Increased
990,887
+99.6%
$27.1M0.0%$25.19
46
2024-Q4
Decreased
496,548
-0.3%
$13.5M0.0%$24.84
0
2024-Q3
Increased
497,812
+453.4%
$13.9M0.0%$24.94
45

Other major holders of CGMS: LPL Financial LLC

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