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Deseret Mutual Benefit Administrators’s Citizens Financial Group CFG Stock Holding History

Deseret Mutual Benefit Administrators’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 		$124K Sell
1,764
-333
-16% -$21.5K 0.04% 260
2026
Q1 		$126K Buy
2,097
+868
+71% +$53.3K 0.04% 262
2025
Q4 		$71.8K Hold
1,229
– – 0.03% 260
2025
Q3 		$65.3K Sell
1,229
-105
-8% -$5.23K 0.03% 267
2025
Q2 		$59.7K Hold
1,334
– – 0.03% 274
2025
Q1 		$54.7K Hold
1,334
– – 0.03% 283
2024
Q4 		$58.4K Sell
1,334
-211
-14% -$9.33K 0.03% 273
2024
Q3 		$63.5K Hold
1,545
– – 0.03% 273
2024
Q2 		$55.7K Hold
1,545
– – 0.03% 270
2024
Q1 		$56.1K Hold
1,545
– – 0.03% 272
2023
Q4 		$51.2K Sell
1,545
-190
-11% -$5.23K 0.03% 269
2023
Q3 		$46.5K Sell
1,735
-84
-5% -$2.4K 0.02% 305
2023
Q2 		$47.4K Buy
1,819
+267
+17% +$7.36K 0.02% 329
2023
Q1 		$47.1K Hold
1,552
– – 0.02% 313
2022
Q4 		$61.1K Sell
1,552
-1,263
-45% -$49.3K 0.03% 275
2022
Q3 		$97K Sell
2,815
-553
-16% -$20.5K 0.03% 287
2022
Q2 		$120K Buy
3,368
+264
+9% +$10.4K 0.03% 297
2022
Q1 		$141K Sell
3,104
-808
-21% -$41.5K 0.03% 294
2021
Q4 		$185K Hold
3,912
– – 0.03% 279
2021
Q3 		$184K Sell
3,912
-1,686
-30% -$74K 0.03% 267
2021
Q2 		$257K Buy
+5,598
New +$264K 0.06% 158

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

Deseret Mutual Benefit Administrators's CFG Position: Q2 2026 in Review

Deseret Mutual Benefit Administrators reduced its Citizens Financial Group (CFG) stake by 16% in Q2 2026, selling an estimated $21.5K and leaving 1,764 shares worth $124K. The position accounts for 0.04% of the portfolio, ranked #260.

Deseret Mutual Benefit Administrators first reported a position in CFG in Q2 2021 and has held it in 21 quarters since. The position peaked at $257K in Q2 2021. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Deseret Mutual Benefit Administrators held 1,764 shares of Citizens Financial Group worth $124K as of Q2 2026.
  • Deseret Mutual Benefit Administrators sold 333 Citizens Financial Group shares in Q2 2026, an estimated $21.5K.
  • Citizens Financial Group made up 0.04% of Deseret Mutual Benefit Administrators's portfolio in Q2 2026, its #260 holding.
  • Deseret Mutual Benefit Administrators first reported a position in Citizens Financial Group in Q2 2021 and has held it in 21 quarters since.
  • Deseret Mutual Benefit Administrators's Citizens Financial Group position peaked at $257K in Q2 2021.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q2 2026, filed 14 Aug 2026.