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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
2026
Q2 		$701 Buy
+10
New +$645 ﹤0.01% 732
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

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

BOK Financial Private Wealth's CFG Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Citizens Financial Group (CFG) in Q2 2026: 10 shares worth $701. The stake represents ﹤0.01% of the portfolio and ranks #732 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in CFG as recently as Q4 2024.

BOK Financial Private Wealth first reported a position in CFG in Q1 2022 and has held it in 4 quarters since. The position peaked at $220K in Q1 2022. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • BOK Financial Private Wealth held 10 shares of Citizens Financial Group worth $701 as of Q2 2026.
  • Citizens Financial Group was a new BOK Financial Private Wealth position in Q2 2026.
  • Citizens Financial Group made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #732 holding.
  • BOK Financial Private Wealth first reported a position in Citizens Financial Group in Q1 2022 and has held it in 4 quarters since.
  • BOK Financial Private Wealth's Citizens Financial Group position peaked at $220K in Q1 2022.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.