CGCV — Capital Group Conservative E Institutional Holders · Q3 2026
Who owns Capital Group Conservative E (CGCV)? 7 institutions reported holding $12.39M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Financial Management Network Inc ($8.8M), Canandaigua National Trust Co of Florida ($1.5M), Private Client Services, LLC ($1.5M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | FINANCIAL MANAGEMENT NETWORK INC | $8.8M | 273,681 | Added |
| 2 | Canandaigua National Trust Co of Florida | $1.5M | 45,908 | New |
| 3 | PRIVATE CLIENT SERVICES, LLC | $1.5M | 45,388 | Added |
| 4 | M.E. ALLISON & CO., INC. | $517,290 | 16,125 | Trimmed |
| 5 | Farther Finance Advisors, LLC | $57,070 | 1,779 | Trimmed |
| 6 | CoreCap Advisors, LLC | $42,492 | 1,324 | Added |
| 7 | CX Institutional | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30