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Manager record

Capital Group Private Client Services, Inc.

Los Angeles, CA · CIK 1857666 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$7.09BReported 13F valueQ2 2026 · as filed
260Holdings listed
+19.6%vs prior quartervalue change includes market moves
5Quarters on record
Aug 12Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $11.5B$11.5BQ2 2025279 holdingsQ3 2025: $6.0B$6.0BQ3 2025280 holdingsQ4 2025: $6.3B$6.3BQ4 2025286 holdingsQ1 2026: $5.9B$5.9BQ1 2026240 holdingsQ2 2026: $7.1B$7.1BQ2 2026260 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 12 2026 13F-HR · period Q2 2026

$7.09B · 260 holdings listed · View original SEC filing ↗
May 13 2026 13F-HR · period Q1 2026

$5.93B · 240 holdings listed · View original SEC filing ↗
Feb 11 2026 13F-HR · period Q4 2025

$6.28B · 286 holdings listed · View original SEC filing ↗
Nov 13 2025 13F-HR · period Q3 2025

$5.98B · 280 holdings listed · View original SEC filing ↗
Aug 13 2025 13F-HR · period Q2 2025

$11.54B · 279 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 12, 2026 · Change methodology