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Beese Fulmer Investment Management’s Citizens Financial Group CFG Stock Holding History

Beese Fulmer Investment 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 		$616K Buy
8,797
+1,414
+19% +$91.2K 0.04% 195
2026
Q1 		$443K Buy
7,383
+1,870
+34% +$115K 0.03% 229
2025
Q4 		$322K Buy
+5,513
New +$296K 0.02% 271
2020
Q3 		– Sell
-950
Closed -$24K – 254
2020
Q2 		$24K Buy
+950
New +$21.6K ﹤0.01% 386
2017
Q1 		– Sell
-7,250
Closed -$258K – 177
2016
Q4 		$258K Buy
+7,250
New +$220K 0.07% 140

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

Beese Fulmer Investment Management's CFG Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its Citizens Financial Group (CFG) stake by 19% in Q2 2026, buying an estimated $91.2K and bringing the position to 8,797 shares worth $616K. The position accounts for 0.04% of the portfolio, ranked #195.

Beese Fulmer Investment Management first reported a position in CFG in Q4 2016 and has held it in 5 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Beese Fulmer Investment Management held 8,797 shares of Citizens Financial Group worth $616K as of Q2 2026.
  • Beese Fulmer Investment Management bought 1,414 Citizens Financial Group shares in Q2 2026, an estimated $91.2K.
  • Citizens Financial Group made up 0.04% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #195 holding.
  • Beese Fulmer Investment Management first reported a position in Citizens Financial Group in Q4 2016 and has held it in 5 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.