Bank of Montreal
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Bank of Montreal’s Citizens Financial Group CFG Stock Holding History

Bank of Montreal’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 		$385K Sell
5,500
-13,000
-70% -$838K ﹤0.01% 2620
2026
Q1 		$1.11M Buy
+18,500
New +$1.14M ﹤0.01% 1990

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

Bank of Montreal's CFG Position: Q2 2026 in Review

Bank of Montreal reduced its Citizens Financial Group (CFG) stake by 2.7% in Q2 2026, selling an estimated $2.04M and leaving 1,133,549 shares worth $79.4M. The position accounts for 0.03% of the portfolio, ranked #449.

Bank of Montreal first reported a position in CFG in Q1 2015 and has held it in 46 quarters since. The position peaked at $270M in Q2 2019. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Bank of Montreal held 1,133,549 shares of Citizens Financial Group worth $79.4M as of Q2 2026.
  • Bank of Montreal sold 31,567 Citizens Financial Group shares in Q2 2026, an estimated $2.04M.
  • Citizens Financial Group made up 0.03% of Bank of Montreal's portfolio in Q2 2026, its #449 holding.
  • Bank of Montreal first reported a position in Citizens Financial Group in Q1 2015 and has held it in 46 quarters since.
  • Bank of Montreal's Citizens Financial Group position peaked at $270M in Q2 2019.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.