CFO
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Callan Family Office’s Citizens Financial Group CFG Stock Holding History

Callan Family Office’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 		$1.68M Sell
24,045
-1,254
-5% -$80.9K 0.03% 442
2026
Q1 		$1.52M Sell
25,299
-1,079
-4% -$66.3K 0.03% 435
2025
Q4 		$1.54M Buy
26,378
+19,046
+260% +$1.02M 0.03% 424
2025
Q3 		$390K Sell
7,332
-324
-4% -$16.1K 0.01% 619
2025
Q2 		$343K Buy
+7,656
New +$301K 0.01% 725
2025
Q1 		– Sell
-4,573
Closed -$200K – 565
2024
Q4 		$200K Buy
+4,573
New +$202K 0.01% 609

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

Callan Family Office's CFG Position: Q2 2026 in Review

Callan Family Office reduced its Citizens Financial Group (CFG) stake by 5% in Q2 2026, selling an estimated $80.9K and leaving 24,045 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #442.

Callan Family Office first reported a position in CFG in Q4 2024 and has held it in 6 quarters since. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Callan Family Office held 24,045 shares of Citizens Financial Group worth $1.68M as of Q2 2026.
  • Callan Family Office sold 1,254 Citizens Financial Group shares in Q2 2026, an estimated $80.9K.
  • Citizens Financial Group made up 0.03% of Callan Family Office's portfolio in Q2 2026, its #442 holding.
  • Callan Family Office first reported a position in Citizens Financial Group in Q4 2024 and has held it in 6 quarters since.
  • 1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.