Bartlett & Co Wealth Management’s Citizens Financial Group CFG Stock Holding History

Bartlett & Co Wealth Management’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	$1.12K	Buy	16 +14	+700%	+$903	﹤0.01%	1210
2026 Q1	$127	Buy	+2	New	+$123	﹤0.01%	1252
2025 Q2	–	Sell	-4	Closed	-$164	–	1259
2025 Q1	$164	Buy	+4	New	+$178	﹤0.01%	1181
2023 Q4	–	Sell	-148	Closed	-$3.97K	–	1247
2023 Q3	$3.97K	Hold	148	–	–	﹤0.01%	1020
2023 Q2	$3.86K	Hold	148	–	–	﹤0.01%	1015
2023 Q1	$4.5K	Hold	148	–	–	﹤0.01%	908
2022 Q4	$5.83K	Buy	+148	New	+$5.78K	﹤0.01%	898
2022 Q3	–	Sell	-44	Closed	-$1.57K	–	1195
2022 Q2	$1.57K	Buy	+44	New	+$1.74K	﹤0.01%	1208
2021 Q3	–	Sell	-90	Closed	-$4.13K	–	959
2021 Q2	$4.13K	Hold	90	–	–	﹤0.01%	780
2021 Q1	$3.97K	Hold	90	–	–	﹤0.01%	814
2020 Q4	$3.22K	Buy	+90	New	+$2.82K	﹤0.01%	849
2019 Q3	–	Sell	-28	Closed	-$990	–	887
2019 Q2	$990	Buy	28 +5	+22%	+$174	﹤0.01%	705
2019 Q1	$748	Buy	+23	New	+$797	﹤0.01%	696

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bartlett & Co Wealth Management's CFG Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Citizens Financial Group (CFG) stake by 700% in Q2 2026, buying an estimated $903 and bringing the position to 16 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

Bartlett & Co Wealth Management first reported a position in CFG in Q1 2019 and has held it in 13 quarters since. The position peaked at $5.83K in Q4 2022. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Bartlett & Co Wealth Management held 16 shares of Citizens Financial Group worth $1.12K as of Q2 2026.
Bartlett & Co Wealth Management bought 14 Citizens Financial Group shares in Q2 2026, an estimated $903.
Citizens Financial Group made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1210 holding.
Bartlett & Co Wealth Management first reported a position in Citizens Financial Group in Q1 2019 and has held it in 13 quarters since.
Bartlett & Co Wealth Management's Citizens Financial Group position peaked at $5.83K in Q4 2022.
1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.