Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / SHS
-
Total 13F shares
-
27,472,284
-
Share change
-
+17,385,852
-
Total reported value
-
$827,239,258
-
Price per share
-
$30.11
-
Number of holders
-
107
-
Value change
-
+$523,504,722
-
Number of buys
-
92
-
Number of sells
-
10
Institutional Holders of CAPITAL GROUP CONSERVATIVE E - SHS (CGCV) as of Q3 2025
As of 30 Sep 2025,
CAPITAL GROUP CONSERVATIVE E - SHS (CGCV) was held by
107 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
27,472,284 shares.
The largest 10 holders included
Capital International Investors, Capital Group Private Client Services, Inc., LPL Financial LLC, RAYMOND JAMES FINANCIAL INC, ENVESTNET ASSET MANAGEMENT INC, STIFEL FINANCIAL CORP, Tribridge Partners Financial LLC, COMMONWEALTH EQUITY SERVICES, LLC, Cetera Investment Advisers, and ST GERMAIN D J CO INC.
This page lists
107
institutional shareholders reporting positions in this security
for the Q3 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.