Position history for LPL Financial LLC's holdings in CAPITAL GROUP DIVIDEND VALUE
LPL Financial LLC holds 63.5M shares of CGDV (CAPITAL GROUP DIVIDEND VALUE), worth $2.8B as of 2025-Q4. The position was increased (++20.7% shares). CGDV represents 0.8% of LPL Financial LLC's portfolio.
Current Value
$2.8B
Current Shares
63.5M
Total Value Change
+$2.3B
Total Shares Change
+50.7M
Other major holders of CGDV: Kestra Advisory Services, LLC, RAYMOND JAMES FINANCIAL INC, Capital International Investors, MORGAN STANLEY
Increased |
| 63.5M |
+20.7% |
| $2.8B |
| 0.8% |
| $43.93 |
54 |
| 2025-Q3 | Increased | 52.6M | +22.7% | $2.2B | 0.6% | $41.61 | 54 |
| 2025-Q2 | Increased | 42.9M | +45.5% | $1.7B | 0.6% | $39.01 | 61 |
| 2025-Q1 | Increased | 29.5M | +34.0% | $1B | 0.4% | $34.98 | 49 |
| 2024-Q4 | Increased | 22M | +36.0% | $775.1M | 0.3% | $34.80 | 49 |
| 2024-Q3 | Increased | 16.2M | +26.8% | $589.2M | 0.3% | $35.64 | 47 |
| 2024-Q2 | Increased | 12.8M | +15.6% | $420.9M | 0.2% | $32.24 | 43 |