CGGE — CAP GROUP GLOBAL EQ
As of Q2 2026, 8 SEC-registered investment managers reported holding CGGE (CAP GROUP GLOBAL EQ) in their latest 13F filings, with a combined reported value of $213.59M across 6.06M shares. That is +26.4% by share count (+1.27M shares) versus the previous quarter, while reported value moved +46.0%. Ownership is concentrated: the five largest holders account for 99.7% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 4 opened new positions, 3 added to existing stakes, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wells Fargo & Co history | 5.68M | $200.02M | 0.03% | Add |
| Citadel Advisors history | 163.78K | $5.77M | 0.00% | New |
| Bank of America Corp history | 115.66K | $4.08M | 0.00% | New |
| BNY Mellon history | 78.93K | $2.78M | 0.00% | Add |
| Goldman Sachs Group history | 11.06K | $389.86K | 0.00% | Hold |
| JPMorgan Chase & Co history | 9.95K | $346.92K | 0.00% | New |
| Morgan Stanley history | 3.57K | $125.91K | 0.00% | Add |
| PNC Financial Services history | 2.08K | $73.19K | 0.00% | New |
Q1 2026 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wells Fargo & Co history | 4.73M | $144.39M | 0.03% | Add |
| BNY Mellon history | 26.77K | $816.34K | 0.00% | New |
| Northern Trust Corp history | 19.32K | $589.14K | 0.00% | Add |
| Goldman Sachs Group history | 11.06K | $337.42K | 0.00% | Hold |
| UBS Group AG history | 1.68K | $51.33K | 0.00% | Add |
| Morgan Stanley history | 1.02K | $31.11K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 871 | $26.57K | 0.00% | Add |
Q4 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wells Fargo & Co history | 2.33M | $73.84M | 0.01% | Add |
| Citadel Advisors history | 35.43K | $1.12M | 0.00% | Reduce |
| Northern Trust Corp history | 18.06K | $571.33K | 0.00% | New |
| Goldman Sachs Group history | 11.06K | $349.92K | 0.00% | New |
| JPMorgan Chase & Co history | 2.47K | $78.03K | 0.00% | Add |
| UBS Group AG history | 1.18K | $37.16K | 0.00% | Hold |
| Morgan Stanley history | 300 | $9.49K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 3 | $95 | 0.00% | New |
Q3 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wells Fargo & Co history | 511.63K | $15.75M | 0.00% | New |
| Citadel Advisors history | 255.92K | $7.88M | 0.00% | Add |
| Bank of America Corp history | 6.82K | $209.99K | 0.00% | Add |
| UBS Group AG history | 1.18K | $36.18K | 0.00% | New |
| JPMorgan Chase & Co history | 518 | $15.95K | 0.00% | New |
| Morgan Stanley history | 300 | $9.24K | 0.00% | Reduce |
Q2 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 26.37K | $769.62K | 0.00% | Add |
| Morgan Stanley history | 358 | $10.45K | 0.00% | New |
| Bank of America Corp history | 1 | $29 | 0.00% | Reduce |
Q1 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 16.72K | $432.40K | 0.00% | New |
| Bank of America Corp history | 290 | $7.50K | 0.00% | New |
New Positions (Q2 2026)
- Citadel Advisors 163.78K sh · $5.77M
- Bank of America Corp 115.66K sh · $4.08M
- JPMorgan Chase & Co 9.95K sh · $346.92K
- PNC Financial Services 2.08K sh · $73.19K
Fully Exited (vs previous quarter)
- Northern Trust Corp sold 19.32K sh · $589.14K
- UBS Group AG sold 1.68K sh · $51.33K
- Fidelity Management & Research (FMR) sold 871 sh · $26.57K
Fund Position History — shares by quarter (top 11 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 |
|---|---|---|---|---|---|---|---|---|---|
| Wells Fargo & Co | 5.68M | 4.73M | 2.33M | 511.63K | — | — | — | — | — |
| Citadel Advisors | 163.78K | — | 35.43K | 255.92K | 26.37K | 16.72K | — | 19.47K | 40.00K |
| Bank of America Corp | 115.66K | — | — | 6.82K | 1 | 290 | — | — | — |
| BNY Mellon | 78.93K | 26.77K | — | — | — | — | — | — | — |
| Goldman Sachs Group | 11.06K | 11.06K | 11.06K | — | — | — | — | — | — |
| JPMorgan Chase & Co | 9.95K | — | 2.47K | 518 | — | — | — | — | — |
| Morgan Stanley | 3.57K | 1.02K | 300 | 300 | 358 | — | — | — | — |
| PNC Financial Services | 2.08K | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | — | 871 | 3 | — | — | — | — | — | — |
| Northern Trust Corp | — | 19.32K | 18.06K | — | — | — | — | — | — |
| UBS Group AG | — | 1.68K | 1.18K | 1.18K | — | — | 1.06K | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details