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BOK Financial’s Citizens Financial Group CFG Stock Holding History

BOK Financial’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 		$14.9M Sell
212,690
-6,175
-3% -$398K 0.21% 100
2026
Q1 		$13.1M Sell
218,865
-6,837
-3% -$420K 0.2% 103
2025
Q4 		$13.2M Sell
225,702
-6,388
-3% -$343K 0.2% 99
2025
Q3 		$12.3M Buy
232,090
+1,545
+0.7% +$76.9K 0.19% 110
2025
Q2 		$10.3M Buy
230,545
+59,601
+35% +$2.35M 0.17% 120
2025
Q1 		$7M Buy
170,944
+170,889
+310,707% +$7.62M 0.12% 147
2024
Q4 		$2.38K Sell
55
-11
-17% -$486 ﹤0.01% 1124
2024
Q3 		$2.64K Hold
66
– – ﹤0.01% 1127
2024
Q2 		$2.38K Hold
66
– – ﹤0.01% 1046
2024
Q1 		$2.35K Sell
66
-59
-47% -$1.94K ﹤0.01% 1050
2023
Q4 		$4.14K Buy
125
+59
+89% +$1.62K ﹤0.01% 1036
2023
Q3 		$1.55K Buy
+66
New +$1.89K ﹤0.01% 1061
2018
Q4 		– Sell
-126,135
Closed -$4.87M – 884
2018
Q3 		$4.87M Buy
+126,135
New +$5.09M 0.12% 201

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's CFG Position: Q2 2026 in Review

BOK Financial reduced its Citizens Financial Group (CFG) stake by 2.8% in Q2 2026, selling an estimated $398K and leaving 212,690 shares worth $14.9M. The position accounts for 0.21% of the portfolio, ranked #100.

BOK Financial first reported a position in CFG in Q3 2018 and has held it in 13 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • BOK Financial held 212,690 shares of Citizens Financial Group worth $14.9M as of Q2 2026.
  • BOK Financial sold 6,175 Citizens Financial Group shares in Q2 2026, an estimated $398K.
  • Citizens Financial Group made up 0.21% of BOK Financial's portfolio in Q2 2026, its #100 holding.
  • BOK Financial first reported a position in Citizens Financial Group in Q3 2018 and has held it in 13 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

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