Bank of Montreal
CFG icon

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of Montreal's CFG Position: Q1 2026 in Review

Bank of Montreal reduced its Citizens Financial Group (CFG) stake by 12% in Q1 2026, selling an estimated $9.84M and leaving 1,165,116 shares worth $69.9M. The position accounts for 0.03% of the portfolio, ranked #446.

Bank of Montreal first reported a position in CFG in Q1 2015 and has held it in 45 quarters since. The position peaked at $270M in Q2 2019. 1,017 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Bank of Montreal held 1,165,116 shares of Citizens Financial Group worth $69.9M as of Q1 2026.
  • Bank of Montreal sold 160,113 Citizens Financial Group shares in Q1 2026, an estimated $9.84M.
  • Citizens Financial Group made up 0.03% of Bank of Montreal's portfolio in Q1 2026, its #446 holding.
  • Bank of Montreal first reported a position in Citizens Financial Group in Q1 2015 and has held it in 45 quarters since.
  • Bank of Montreal's Citizens Financial Group position peaked at $270M in Q2 2019.
  • 1,017 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.