Stifel Financial Corp Capital Group Core Equity ETF Transaction History

Stifel Financial Corp

$106 Billion
Q3 2025

A detailed history of Stifel Financial Corp transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Stifel Financial Corp holds 973,079 shares of CGUS stock, worth $38.6 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

973,079

Previous 847,182 14.86%

Holding current value

$38.6 Million

Previous $31.3 Million 22.98%

% of portfolio

0.04%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$36.89 - $39.72 $4.64 Million - $5 Million	125,897 Added 14.86%	973,079 $38.5 Million
Q2 2025 Aug 14, 2025	BUY	$29.93 - $36.93 $3.28 Million - $4.05 Million	109,551 Added 14.85%	847,182 $31.3 Million
Q1 2025 May 13, 2025	SELL	$33.08 - $36.62 $6.14 Million - $6.79 Million	-185,492 Reduced 20.09%	737,631 $24.6 Million
Q4 2024 Feb 13, 2025	BUY	$33.96 - $36.24 $2.45 Million - $2.61 Million	72,124 Added 8.48%	923,123 $32.3 Million
Q3 2024 Nov 14, 2024	SELL	$31.19 - $34.33 $1.35 Million - $1.49 Million	-43,432 Reduced 4.86%	850,999 $29.2 Million

Q2 2024 Aug 13, 2024	SELL	$29.72 - $32.45 $8.82 Million - $9.63 Million	-296,739 Reduced 24.91%	894,431 $28.8 Million
Q1 2024 May 13, 2024	BUY	$27.81 - $31.24 $21.3 Million - $24 Million	767,357 Added 181.06%	1,191,170 $37.1 Million
Q4 2023 Feb 12, 2024	BUY	$24.27 - $28.43 $1.13 Million - $1.33 Million	46,750 Added 12.4%	423,813 $12 Million
Q3 2023 Nov 13, 2023	BUY	$25.04 - $26.55 $586,787 - $622,172	23,434 Added 6.63%	377,063 $9.47 Million
Q2 2023 Aug 14, 2023	BUY	$23.59 - $25.68 $2.48 Million - $2.7 Million	105,218 Added 42.36%	353,629 $9.08 Million
Q1 2023 May 12, 2023	BUY	$22.32 - $24.22 $2 Million - $2.17 Million	89,403 Added 56.23%	248,411 $5.88 Million
Q4 2022 Feb 13, 2023	BUY	$20.54 - $23.52 $898,111 - $1.03 Million	43,725 Added 37.93%	159,008 $3.57 Million
Q3 2022 Nov 14, 2022	BUY	$20.38 - $24.08 $1.21 Million - $1.43 Million	59,478 Added 106.58%	115,283 $2.35 Million
Q2 2022 Aug 15, 2022	BUY	$21.17 - $26.03 $1.18 Million - $1.45 Million	55,805 New	55,805 $1.21 Million

Others Institutions Holding CGUS

# of Institutions

372

Shares Held

137M

Call Options Held

Put Options Held

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About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

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Stifel Financial Corp Capital Group Core Equity ETF Transaction History