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BOK Financial Private Wealth’s Citizens Financial Group CFG Stock Holding History

BOK Financial Private Wealth’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
2025
Q1 		– Sell
-108
Closed -$4.73K – 503
2024
Q4 		$4.73K Hold
108
– – ﹤0.01% 404
2024
Q3 		$4.44K Buy
+108
New +$4.36K ﹤0.01% 446
2022
Q2 		– Sell
-4,854
Closed -$220K – 384
2022
Q1 		$220K Buy
+4,854
New +$250K 0.02% 283

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

BOK Financial Private Wealth's CFG Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of Citizens Financial Group (CFG) in Q1 2025, closing a stake of 108 shares — an estimated $4.73K sold.

BOK Financial Private Wealth first reported a position in CFG in Q1 2022 and held it in 3 quarters. The position peaked at $220K in Q1 2022. 829 funds tracked by Wall St. Rank hold CFG as of Q1 2025.

  • BOK Financial Private Wealth reported no remaining Citizens Financial Group position as of Q1 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 108 Citizens Financial Group shares in Q1 2025, an estimated $4.73K.
  • BOK Financial Private Wealth first reported a position in Citizens Financial Group in Q1 2022 and held it in 3 quarters.
  • BOK Financial Private Wealth's Citizens Financial Group position peaked at $220K in Q1 2022.
  • 829 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.