Per Stirling Capital Management, LLC. - CAPITAL GROUP DIVIDEND VALUE ownership

CAPITAL GROUP DIVIDEND VALUE's ticker is and the CUSIP is 14020W106. A total of 179 filers reported holding CAPITAL GROUP DIVIDEND VALUE in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Per Stirling Capital Management, LLC. ownership history of CAPITAL GROUP DIVIDEND VALUE
ValueSharesWeighting
Q3 2023$1,703,414
+37.3%
64,353
+40.3%
0.35%
+39.9%
Q2 2023$1,240,24445,8670.25%
Other shareholders
CAPITAL GROUP DIVIDEND VALUE shareholders Q2 2023
NameSharesValueWeighting ↓
Summit Investment Advisory Services, LLC 792,622$19,767,99214.07%
Erickson Financial Group, LLC 532,468$13,279,75213.17%
Ergawealth Advisors, Inc. 494,330$12,328,59410.04%
Confluence Wealth Services, Inc. 1,444,561$36,027,3498.40%
WNY Asset Management, LLC 1,096,770$27,353,4096.50%
&PARTNERS 450,424$11,321,9465.44%
FinDec Wealth Services, Inc. 281,424$7,018,7045.31%
Johnson Bixby & Associates, LLC 726,545$18,120,0274.00%
Souders Financial Advisors 630,105$15,714,8193.34%
Smallwood Wealth Investment Management, LLC 96,661$2,410,7252.28%
View complete list of CAPITAL GROUP DIVIDEND VALUE shareholders