Back to MF Merit Financial Group, LLC

CGMMCGMM
6 quarters

Position history for MFMerit Financial Group, LLC's holdings in CAPITAL GROUP EQUITY ETF TR

Yes. Merit Financial Group holds 1,407,335 shares of CGMM, worth $46.4M, as of its Q2 2026 13F filing. It increased the position by 3,314 shares (+0.2%) from Q1 2026. Merit Financial Group has held CGMM since Q1 2025, across 6 quarterly 13F filings. CGMM is 0.3% of Merit Financial Group's reported 13F portfolio.

Current Value

$46.4M

Current Shares

1.4M

Total Value Change

+$45.9M

Total Shares Change

+1.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.4M
+0.2%
$46.4M0.3%$32.97
35
2026-Q1
Increased
1.4M
+3.2%
$41.2M0.3%$30.93
36
2025-Q4
Increased
1.4M
+3.4%
$39.2M0.3%$29.14
36
2025-Q3
Increased
1.3M
+3215.7%
$37.4M0.3%$28.34
56
2025-Q2
Increased
39,691
+73.6%
$1.1M0.0%$26.75
38
2025-Q1
New
22,867
-
$546,2930.0%$23.71
34

Other major holders of CGMM: LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC

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