CGSD — CAP GROUP SHORT DURATION
As of Q2 2026, 8 SEC-registered investment managers reported holding CGSD (CAP GROUP SHORT DURATION) in their latest 13F filings, with a combined reported value of $297.76M across 11.57M shares. That is +9.2% by share count (+970.15K shares) versus the previous quarter, while reported value moved +8.9%. 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, 2 opened new positions, 4 added to existing stakes, 2 trimmed, 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 |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 7.55M | $194.36M | 0.01% | Add |
| Wells Fargo & Co history | Q2 2026 | 2.54M | $65.34M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 1.29M | $33.15M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 134.69K | $3.47M | 0.00% | Reduce |
| Citigroup Inc history | Q2 2026 | 26.94K | $693.16K | 0.00% | Add |
| Goldman Sachs Group history | Q1 2026 | 24.12K | $621.95K | 0.00% | New |
| BNY Mellon history | Q2 2026 | 16.28K | $418.79K | 0.00% | Reduce |
| Bank of America Corp history | Q2 2026 | 11.50K | $295.84K | 0.00% | New |
| Deutsche Bank AG history | Q3 2025 | 2.78K | $72.28K | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 1.47K | $37.93K | 0.00% | New |
| PNC Financial Services history | Q2 2024 | 132 | $3.35K | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q3 2024 | 1 | $26 | 0.00% | New |
New Positions (Q2 2026)
- Bank of America Corp 11.50K sh · $295.84K
- JPMorgan Chase & Co 1.47K sh · $37.93K
Fully Exited (vs previous quarter)
- Goldman Sachs Group sold 24.12K sh · $621.95K
Fund Position History — shares by quarter (top 12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | — | 3.96K | 1.78K | 1.78K | 80.46K | 360.93K | 546.33K | 1.03M | 2.52M | 4.35M | 5.55M | 5.94M | 6.89M | 7.55M |
| Wells Fargo & Co | — | — | — | 1.16K | 31.80K | 136.30K | 97.69K | 141.17K | 491.77K | 800.83K | 1.12M | 1.73M | 2.25M | 2.54M |
| UBS Group AG | 24.87K | 141.20K | 238.32K | 237.24K | 342.19K | 477.22K | 760.14K | 878.44K | 886.01K | 881.60K | 1.17M | 1.28M | 1.28M | 1.29M |
| Citadel Advisors | 10.54K | — | 9.66K | — | — | — | — | 85.60K | 159.13K | 207.59K | 228.08K | — | 136.71K | 134.69K |
| Citigroup Inc | — | — | — | — | — | — | — | — | — | — | — | — | 11.90K | 26.94K |
| BNY Mellon | — | — | — | — | — | — | — | — | — | 8.24K | — | — | 16.84K | 16.28K |
| Bank of America Corp | — | — | — | — | 9.56K | 1.18K | — | — | — | 1.91K | — | — | — | 11.50K |
| JPMorgan Chase & Co | — | 14 | — | — | 3.04K | 2 | 375 | — | — | — | — | — | — | 1.47K |
| Goldman Sachs Group | — | — | 138.20K | — | 31.58K | — | — | — | — | — | — | — | 24.12K | — |
| Deutsche Bank AG | — | — | — | — | — | — | — | — | — | 956 | 2.78K | — | — | — |
| Fidelity Management & Research (FMR) | — | — | 2 | — | — | — | 1 | — | — | — | — | — | — | — |
| PNC Financial Services | — | — | — | — | — | 132 | — | — | — | — | — | — | — | — |
▲ 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