# CAPITAL GROUP CONSERVATIVE E (CGCV)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CGCV/

- Reporting holders: 6
- Reported value: $12.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $8.8M | 273,681 | 1.3% | 9 |
| [Canandaigua National Trust Co of Florida](https://holderbook.com/funds/1471384-canandaigua-national-trust-co-of-florida/) | $1.5M | 45,908 | 0.8% | 1 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $1.5M | 45,388 | 0.4% | 2 |
| [M.E. ALLISON & CO., INC.](https://holderbook.com/funds/1619532-m-e-allison-co-inc/) | $517.3K | 16,125 | 0.3% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $57.1K | 1,779 | 0.0% | 4 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $42.5K | 1,324 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 6 | $12.4M |
| Q2 2026 | 159 | $1.7B |
| Q1 2026 | 143 | $1.3B |
| Q4 2025 | 134 | $1.1B |
| Q3 2025 | 107 | $827.2M |
| Q2 2025 | 83 | $297.0M |
| Q1 2025 | 66 | $200.8M |
| Q4 2024 | 47 | $130.7M |
| Q3 2024 | 21 | $60.1M |
| Q2 2024 | 4 | $11.8M |