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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 1.3M shares of CGSD (CAPITAL GRP FIXED INCM ETF T), worth $34.7M as of 2026-Q2. The position was increased (+55.1% shares). CGSD represents 0.0% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$34.7M

Current Shares

1.3M

Total Value Change

+$31.4M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+55.1%
$34.7M0.0%$25.62
41
2026-Q1
Increased
869,383
+12.2%
$22.4M0.0%$25.40
32
2025-Q4
Increased
774,810
+9.9%
$20.2M0.0%$25.37
31
2025-Q3
Increased
704,984
+205.9%
$18.3M0.0%$25.04
46
2025-Q2
Increased
230,493
+14.1%
$6M0.0%$24.70
31
2025-Q1
Increased
202,065
+15.8%
$5.2M0.0%$24.31
31
2024-Q4
Increased
174,519
+36.7%
$4.5M0.0%$23.91
35
2024-Q3
Increased
127,692
+5.7%
$3.3M0.0%$23.85
28

Other major holders of CGSD: MORGAN STANLEY, LPL Financial LLC

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