CGUS — CAP GROUP CORE EQUITY
As of Q2 2026, 13 SEC-registered investment managers reported holding CGUS (CAP GROUP CORE EQUITY) in their latest 13F filings, with a combined reported value of $813.94M across 18.30M shares. That is +12.5% by share count (+2.03M shares) versus the previous quarter, while reported value moved +30.2%. Ownership is concentrated: the five largest holders account for 98.7% of reported value and the top ten for 99.9%.
Compared with the prior quarter, 3 opened new positions, 9 added to existing stakes, 2 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 | 7.72M | $343.59M | 0.06% | Add |
| Morgan Stanley history | Q2 2026 | 6.72M | $298.73M | 0.02% | Add |
| UBS Group AG history | Q2 2026 | 1.74M | $77.61M | 0.01% | Add |
| Bank of America Corp history | Q2 2026 | 1.46M | $64.79M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 421.34K | $18.67M | 0.00% | New |
| D. E. Shaw & Co history | Q2 2026 | 64.31K | $2.86M | 0.00% | New |
| BNY Mellon history | Q2 2026 | 50.35K | $2.24M | 0.00% | Add |
| BlackRock Inc history | Q2 2026 | 47.50K | $2.11M | 0.00% | Hold |
| Two Sigma Investments history | Q1 2026 | 39.50K | $1.52M | 0.00% | New |
| Renaissance Technologies history | Q2 2026 | 28.22K | $1.26M | 0.00% | New |
| AQR Capital Management history | Q2 2026 | 25.41K | $1.13M | 0.00% | Add |
| Capital Research Global Investors history | Q1 2026 | 14.51K | $557.63K | 0.00% | New |
| Citigroup Inc history | Q2 2026 | 11.03K | $490.39K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 9.09K | $404.19K | 0.00% | Add |
| Citadel Advisors history | Q3 2025 | 9.23K | $364.92K | 0.00% | Reduce |
| PNC Financial Services history | Q2 2026 | 1.38K | $61.56K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 421.34K sh · $18.67M
- D. E. Shaw & Co 64.31K sh · $2.86M
- Renaissance Technologies 28.22K sh · $1.26M
Fully Exited (vs previous quarter)
- Two Sigma Investments sold 39.50K sh · $1.52M
- Capital Research Global Investors sold 14.51K sh · $557.63K
Fund Position History — shares by quarter (top 16 funds)
| Fund | Q2 2022 | Q3 2022 | Q4 2022 | 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 | — | — | 115.92K | 144.33K | 346.65K | 532.87K | 1.20M | 1.45M | 1.75M | 2.13M | 2.65M | 2.95M | 3.14M | 3.98M | 5.28M | 6.88M | 7.72M |
| Morgan Stanley | — | — | 1.30K | 2.79K | 2.79K | 4.95K | 6.95K | 161.66K | 2.27M | 3.03M | 4.01M | 4.36M | 5.01M | 6.12M | 6.72M | 6.55M | 6.72M |
| UBS Group AG | 36.01K | 42.77K | 88.78K | 151.47K | 177.85K | 274.97K | 378.77K | 476.15K | 668.31K | 727.21K | 805.85K | 895.43K | 1.45M | 1.49M | 1.58M | 1.70M | 1.74M |
| Bank of America Corp | 5.85K | — | — | — | — | — | — | 6 | 31.12K | 1.17M | 129.13K | 309.66K | 466.00K | 631.72K | 831.24K | 977.98K | 1.46M |
| JPMorgan Chase & Co | — | — | — | 178.29K | — | — | — | — | 281 | 2.93K | 30.60K | 28.63K | 22.02K | 286.66K | 311.50K | — | 421.34K |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | — | — | — | 22.80K | 8.00K | 5.30K | — | — | 64.31K |
| BNY Mellon | — | — | — | — | — | — | — | — | — | — | — | — | — | 8.99K | 9.90K | 23.13K | 50.35K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | 47.50K | 47.50K | 47.50K | 47.50K | 47.50K | 47.50K | 47.50K |
| Renaissance Technologies | — | — | — | — | — | — | 185.60K | 80.70K | 45.00K | 64.30K | 67.10K | — | 13.90K | 78.80K | 46.70K | — | 28.22K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | 15.79K | 12.46K | 12.46K | 21.34K | 21.79K | 25.41K |
| Citigroup Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | 663 | 1.16K | 10.41K | 11.03K |
| Fidelity Management & Research (FMR) | — | — | 25 | — | — | — | — | — | — | — | 2 | — | — | — | 96 | 5.24K | 9.09K |
| PNC Financial Services | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 172 | 1.38K |
| Citadel Advisors | 17.56K | — | — | — | — | — | 14.39K | 26.75K | — | — | — | 44.10K | 300.01K | 9.23K | — | — | — |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 39.50K | — |
| Capital Research Global Investors | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 14.51K | — |
▲ 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