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Bryn Mawr Capital Management’s Citizens Financial Group CFG Stock Holding History

Bryn Mawr Capital 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 		$268K Buy
3,825
+10
+0.3% +$645 0.01% 394
2026
Q1 		$229K Buy
+3,815
New +$234K 0.01% 404
2023
Q3 		– Sell
-197,242
Closed -$5.14M – 396
2023
Q2 		$5.14M Buy
197,242
+4,303
+2% +$119K 0.48% 56
2023
Q1 		$5.86M Buy
192,939
+1,005
+0.5% +$39.4K 0.61% 44
2022
Q4 		$7.56M Buy
+191,934
New +$7.49M 0.82% 36

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

Bryn Mawr Capital Management's CFG Position: Q2 2026 in Review

Bryn Mawr Capital Management increased its Citizens Financial Group (CFG) stake by 0.26% in Q2 2026, buying an estimated $645 and bringing the position to 3,825 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #394.

Bryn Mawr Capital Management first reported a position in CFG in Q4 2022 and has held it in 5 quarters since. The position peaked at $7.56M in Q4 2022. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Bryn Mawr Capital Management held 3,825 shares of Citizens Financial Group worth $268K as of Q2 2026.
  • Bryn Mawr Capital Management bought 10 Citizens Financial Group shares in Q2 2026, an estimated $645.
  • Citizens Financial Group made up 0.01% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #394 holding.
  • Bryn Mawr Capital Management first reported a position in Citizens Financial Group in Q4 2022 and has held it in 5 quarters since.
  • Bryn Mawr Capital Management's Citizens Financial Group position peaked at $7.56M in Q4 2022.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.