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Position history for LPL Financial LLCLPL Financial LLC's holdings in CAPITAL GROUP CORE EQUITY ET

Yes. LPL Financial holds 32,330,461 shares of CGUS (Capital Group Core Equity), worth $1.4B, as of its Q2 2026 13F filing. It increased the position by 4,276,702 shares (+15.2%) from Q1 2026. LPL Financial has held CGUS since Q2 2022, across 17 quarterly 13F filings. CGUS is 0.3% of LPL Financial's reported 13F portfolio.

Current Value

$1.4B

Current Shares

32.3M

Total Value Change

+$1.2B

Total Shares Change

+25.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
32.3M
+15.2%
$1.4B0.3%$44.39
44
2026-Q1
Increased
28.1M
+18.2%
$1.1B0.3%$38.27
45
2025-Q4
Increased
23.7M
+19.2%
$954.8M0.3%$39.98
45
2025-Q3
Increased
19.9M
+23.0%
$787.2M0.2%$39.19
46
2025-Q2
Increased
16.2M
+9.1%
$597.8M0.2%$36.52
41
2025-Q1
Increased
14.8M
+60.8%
$495.6M0.2%$32.94
54
2024-Q4
Increased
9.2M
+38.3%
$322.6M0.1%$34.40
49
2024-Q3
Increased
6.7M
+35.7%
$228.6M0.1%$33.62
48

Other major holders of CGUS: ENVESTNET ASSET MANAGEMENT INC, JONES FINANCIAL COMPANIES LLLP

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