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Showing 8 of 13 quarters

Position history for MFMerit Financial Group, LLC's holdings in CAPITAL GROUP CORE EQUITY ET

Yes. Merit Financial Group holds 2,268,466 shares of CGUS (Capital Group Core Equity), worth $100.9M, as of its Q2 2026 13F filing. It reduced the position by 38,701 shares (-1.7%) from Q1 2026. Merit Financial Group has held CGUS since Q2 2023, across 13 quarterly 13F filings. CGUS is 0.6% of Merit Financial Group's reported 13F portfolio.

Current Value

$100.9M

Current Shares

2.3M

Total Value Change

+$98.5M

Total Shares Change

+2.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.3M
-1.7%
$100.9M0.6%$44.39
0
2026-Q1
Increased
2.3M
+5.2%
$88.6M0.7%$38.27
44
2025-Q4
Increased
2.2M
+4.1%
$88.2M0.7%$39.98
44
2025-Q3
Increased
2.1M
+1624.4%
$83.3M0.8%$39.19
68
2025-Q2
Increased
122,226
+16.9%
$4.5M0.1%$36.52
31
2025-Q1
Increased
104,581
+35.0%
$3.5M0.1%$32.94
34
2024-Q4
Increased
77,490
+10.9%
$2.7M0.0%$34.40
29
2024-Q3
Increased
69,900
+0.6%
$2.4M0.1%$33.62
26

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

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