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B. Metzler seel. Sohn & Co’s Citizens Financial Group CFG Stock Holding History

B. Metzler seel. Sohn & Co’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.38M Buy
62,512
+14,838
+31% +$957K 0.04% 266
2026
Q1 		$2.86M Buy
47,674
+558
+1% +$34.3K 0.03% 309
2025
Q4 		$2.75M Buy
47,116
+65
+0.1% +$3.49K 0.02% 329
2025
Q3 		$2.5M Buy
47,051
+1,245
+3% +$62K 0.02% 344
2025
Q2 		$2.05M Buy
45,806
+292
+0.6% +$11.5K 0.02% 383
2025
Q1 		$1.86M Sell
45,514
-62,524
-58% -$2.79M 0.02% 372
2024
Q4 		$4.72M Buy
108,038
+16,452
+18% +$727K 0.05% 182
2024
Q3 		$3.76M Sell
91,586
-9,610
-9% -$388K 0.04% 244
2024
Q2 		$3.65M Sell
101,196
-13,063
-11% -$456K 0.04% 240
2024
Q1 		$4.15M Buy
114,259
+1,353
+1% +$44.4K 0.05% 222
2023
Q4 		$3.74M Buy
112,906
+61,767
+121% +$1.7M 0.05% 224
2023
Q3 		$1.37M Buy
51,139
+22,094
+76% +$632K 0.02% 399
2023
Q2 		$757K Buy
29,045
+17,973
+162% +$495K 0.01% 526
2023
Q1 		$336K Buy
11,072
+634
+6% +$24.8K 0.01% 606
2022
Q4 		$411K Sell
10,438
-5,341
-34% -$209K 0.01% 585
2022
Q3 		$542K Hold
15,779
– – 0.01% 529
2022
Q2 		$563K Buy
15,779
+1,861
+13% +$73.5K 0.01% 539
2022
Q1 		$631K Hold
13,918
– – 0.01% 559
2021
Q4 		$658K Sell
13,918
-8,538
-38% -$411K 0.01% 510
2021
Q3 		$1.05M Sell
22,456
-493
-2% -$21.6K 0.02% 423
2021
Q2 		$1.05M Buy
22,949
+1,113
+5% +$52.5K 0.02% 427
2021
Q1 		$964K Buy
21,836
+3,652
+20% +$152K 0.02% 423
2020
Q4 		$644K Buy
+18,184
New +$571K 0.01% 483

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

B. Metzler seel. Sohn & Co's CFG Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co increased its Citizens Financial Group (CFG) stake by 31% in Q2 2026, buying an estimated $957K and bringing the position to 62,512 shares worth $4.38M. The position accounts for 0.04% of the portfolio, ranked #266.

B. Metzler seel. Sohn & Co first reported a position in CFG in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.72M in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • B. Metzler seel. Sohn & Co held 62,512 shares of Citizens Financial Group worth $4.38M as of Q2 2026.
  • B. Metzler seel. Sohn & Co bought 14,838 Citizens Financial Group shares in Q2 2026, an estimated $957K.
  • Citizens Financial Group made up 0.04% of B. Metzler seel. Sohn & Co's portfolio in Q2 2026, its #266 holding.
  • B. Metzler seel. Sohn & Co first reported a position in Citizens Financial Group in Q4 2020 and has held it in 23 quarters since.
  • B. Metzler seel. Sohn & Co's Citizens Financial Group position peaked at $4.72M in Q4 2024.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.