Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / SHS
-
Total 13F shares
-
36,449,399
-
Share change
-
+8,455,669
-
Total reported value
-
$1,112,240,631
-
Price per share
-
$30.49
-
Number of holders
-
127
-
Value change
-
+$258,563,990
-
Number of buys
-
107
-
Number of sells
-
16
Institutional Holders of CAPITAL GROUP CONSERVATIVE E - SHS (CGCV) as of Q4 2025
As of 31 Dec 2025,
CAPITAL GROUP CONSERVATIVE E - SHS (CGCV) was held by
127 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
36,449,399 shares.
The largest 10 holders included
Capital International Investors, LPL Financial LLC, Capital Group Private Client Services, Inc., RAYMOND JAMES FINANCIAL INC, ENVESTNET ASSET MANAGEMENT INC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, STIFEL FINANCIAL CORP, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Cetera Investment Advisers, and Tribridge Partners Financial LLC.
This page lists
127
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.