CGMS — CAP GROUP US MULTI-SECT BOND
As of Q2 2026, 11 SEC-registered investment managers reported holding CGMS (CAP GROUP US MULTI-SECT BOND) in their latest 13F filings, with a combined reported value of $686.46M across 25.12M shares. That is +22.9% by share count (+4.68M shares) versus the previous quarter, while reported value moved +23.3%. Ownership is concentrated: the five largest holders account for 98.3% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 4 opened new positions, 7 added to existing stakes, 1 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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Wells Fargo & Co history | Q2 2026 | 9.95M | $272.07M | 0.05% | Add |
| Morgan Stanley history | Q2 2026 | 7.93M | $216.81M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 6.24M | $170.55M | 0.02% | Add |
| Citadel Advisors history | Q2 2026 | 297.02K | $8.12M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 256.59K | $7.01M | 0.00% | New |
| JPMorgan Chase & Co history | Q2 2026 | 144.25K | $3.95M | 0.00% | New |
| Citigroup Inc history | Q2 2026 | 115.72K | $3.16M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 94.22K | $2.57M | 0.00% | New |
| BNY Mellon history | Q2 2026 | 49.59K | $1.36M | 0.00% | Add |
| Renaissance Technologies history | Q2 2026 | 30.90K | $844.50K | 0.00% | New |
| Northern Trust Corp history | Q4 2025 | 18.42K | $508.65K | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q1 2026 | 643 | $17.51K | 0.00% | New |
| PNC Financial Services history | Q2 2026 | 397 | $10.85K | 0.00% | Add |
New Positions (Q2 2026)
- Goldman Sachs Group 256.59K sh · $7.01M
- JPMorgan Chase & Co 144.25K sh · $3.95M
- Bank of America Corp 94.22K sh · $2.57M
- Renaissance Technologies 30.90K sh · $844.50K
Fully Exited (vs previous quarter)
- Fidelity Management & Research (FMR) sold 643 sh · $17.51K
Fund Position History — shares by quarter (top 13 funds)
| Fund | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Wells Fargo & Co | — | — | — | 1 | 53.49K | 710.47K | 1.37M | 1.91M | 2.46M | 2.78M | 3.75M | 5.40M | 7.36M | 9.95M |
| Morgan Stanley | — | — | — | — | 110.17K | 1.27M | 2.51M | 4.75M | 5.95M | 5.60M | 6.52M | 6.70M | 7.18M | 7.93M |
| UBS Group AG | 118 | 23.38K | 68.16K | 147.35K | 451.96K | 669.15K | 954.69K | 1.65M | 2.12M | 2.36M | 3.52M | 4.41M | 5.62M | 6.24M |
| Citadel Advisors | — | — | — | — | — | — | 152.48K | 76.65K | 243.77K | 66.93K | 172.60K | 127.90K | 205.21K | 297.02K |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | 331.76K | 49.28K | 376.39K | — | 256.59K |
| JPMorgan Chase & Co | — | — | — | 4.27K | 88.66K | 92.29K | 88.69K | 94.50K | 90.18K | 90.19K | 149.05K | 123.49K | — | 144.25K |
| Citigroup Inc | — | — | — | — | — | — | — | — | — | — | — | 4.49K | 49.91K | 115.72K |
| Bank of America Corp | — | — | — | — | — | — | — | — | 3.11K | — | 18.92K | — | — | 94.22K |
| BNY Mellon | — | — | — | — | — | — | — | — | — | 8.03K | — | — | 17.97K | 49.59K |
| Renaissance Technologies | — | — | — | — | — | — | 94.70K | 38.70K | 113.34K | 177.10K | 188.66K | 10.21K | — | 30.90K |
| PNC Financial Services | — | — | — | — | — | — | — | — | 976 | — | — | — | 29 | 397 |
| Fidelity Management & Research (FMR) | — | — | — | — | 1 | — | 1 | 1 | — | — | — | — | 643 | — |
| Northern Trust Corp | — | — | — | — | — | — | — | — | — | — | — | 18.42K | — | — |
▲ 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