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Bahl & Gaynor’s Citizens Financial Group CFG Stock Holding History

Bahl & Gaynor’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 		$345K Buy
4,920
+1,380
+39% +$89K ﹤0.01% 310
2026
Q1 		$212K Hold
3,540
– – ﹤0.01% 320
2025
Q4 		$207K Buy
+3,540
New +$190K ﹤0.01% 320

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 $3.37T AUM 44.26% 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

Bahl & Gaynor's CFG Position: Q2 2026 in Review

Bahl & Gaynor increased its Citizens Financial Group (CFG) stake by 39% in Q2 2026, buying an estimated $89K and bringing the position to 4,920 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Bahl & Gaynor first reported a position in CFG in Q4 2025 and has held it in 3 quarters since. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Bahl & Gaynor held 4,920 shares of Citizens Financial Group worth $345K as of Q2 2026.
  • Bahl & Gaynor bought 1,380 Citizens Financial Group shares in Q2 2026, an estimated $89K.
  • Citizens Financial Group made up ﹤0.01% of Bahl & Gaynor's portfolio in Q2 2026, its #310 holding.
  • Bahl & Gaynor first reported a position in Citizens Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Bahl & Gaynor's 13F filing for Q2 2026, filed 13 Aug 2026.