CUSIP 14020U100SHSCGCVQ4 2025
Aggregate 13F value by quarter
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127 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Capital International Investors | 9.93M | $302.72M | +71.0K | Added |
| 2 | Lpl Financial LLC | 3.94M | $120.22M | +1.38M | Added |
| 3 | Capital Group Private Client Services, Inc. | 3.73M | $113.80M | +452.9K | Added |
| 4 | Raymond James Financial Inc | 2.97M | $90.58M |
| +1.06M |
| Added |
| 5 | Envestnet Asset Management Inc | 1.80M | $54.83M | +217.2K | Added |
| 6 | Northwestern Mutual Wealth Management Co | 1.08M | $32.90M | +899.9K | Added |
| 7 | Stifel Financial Corp | 937.9K | $28.60M | +154.6K | Added |
| 8 | Wealth Enhancement Advisory Services, LLC | 828.5K | $25.68M | +813.7K | Added |
| 9 | Cetera Investment Advisers | 792.3K | $24.16M | +378.7K | Added |
| 10 | Tribridge Partners Financial LLC | 758.0K | $23.11M | +64.0K | Added |
See every fund holding Capital Group Conservative E, with full quarter-over-quarter share changes.
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