Question 1

Does LPL Financial own CGDV stock?

Accepted Answer

Yes. As of its Q2 2026 13F, LPL Financial holds 81,072,273 shares of CGDV (Capital Group Dividend Value), worth $4B.

Question 2

How many shares of CGDV does LPL Financial own?

Accepted Answer

As of its Q2 2026 13F, LPL Financial holds 81,072,273 shares of CGDV (Capital Group Dividend Value).

Question 3

What is LPL Financial's CGDV position worth?

Accepted Answer

As of its Q2 2026 13F, LPL Financial's CGDV position is worth $4B.

Question 4

Is LPL Financial buying or selling CGDV?

Accepted Answer

In Q2 2026, LPL Financial increased its CGDV position by 9,221,800 shares (+12.8%).

Question 5

When did LPL Financial first buy CGDV?

Accepted Answer

LPL Financial first reported CGDV in its Q2 2022 13F and has listed it in 17 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	81.1M	+12.8%	$4B	0.9%	$49.28	51
2026-Q1	Increased	71.9M	+13.2%	$3.1B	0.8%	$42.41	51
2025-Q4	Increased	63.5M	+20.7%	$2.8B	0.8%	$43.39	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%	$38.97	61
2025-Q1	Increased	29.5M	+34.0%	$1B	0.4%	$35.05	49
2024-Q4	Increased	22M	+36.0%	$775.1M	0.3%	$34.58	49
2024-Q3	Increased	16.2M	+26.8%	$589.2M	0.3%	$35.55	47

CGDVShowing 8 of 17 quarters

CGDV
Showing 8 of 17 quarters