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Fiduciary Trust’s Citizens Financial Group CFG Stock Holding History

Fiduciary Trust’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 		$2.22M Buy
31,663
+1,148
+4% +$74K 0.02% 269
2026
Q1 		$1.83M Sell
30,515
-3,756
-11% -$231K 0.02% 298
2025
Q4 		$2M Buy
34,271
+1,928
+6% +$104K 0.02% 283
2025
Q3 		$1.72M Buy
32,343
+9,252
+40% +$461K 0.02% 308
2025
Q2 		$1.03M Buy
23,091
+9,421
+69% +$371K 0.01% 396
2025
Q1 		$560K Buy
+13,670
New +$610K 0.01% 504
2023
Q2 		– Sell
-10,264
Closed -$312K – 628
2023
Q1 		$312K Sell
10,264
-54,378
-84% -$2.13M 0.01% 526
2022
Q4 		$2.54M Sell
64,642
-5,680
-8% -$222K 0.05% 209
2022
Q3 		$2.42M Sell
70,322
-2,022
-3% -$74.8K 0.05% 205
2022
Q2 		$2.58M Buy
72,344
+18,368
+34% +$725K 0.05% 201
2022
Q1 		$2.45M Buy
53,976
+17,923
+50% +$921K 0.04% 226
2021
Q4 		$1.7M Buy
36,053
+20,965
+139% +$1.01M 0.03% 275
2021
Q3 		$708K Buy
15,088
+5,574
+59% +$245K 0.01% 401
2021
Q2 		$437K Buy
+9,514
New +$449K 0.01% 483

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

Fiduciary Trust's CFG Position: Q2 2026 in Review

Fiduciary Trust increased its Citizens Financial Group (CFG) stake by 3.8% in Q2 2026, buying an estimated $74K and bringing the position to 31,663 shares worth $2.22M. The position accounts for 0.02% of the portfolio, ranked #269.

Fiduciary Trust first reported a position in CFG in Q2 2021 and has held it in 14 quarters since. The position peaked at $2.58M in Q2 2022. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Fiduciary Trust held 31,663 shares of Citizens Financial Group worth $2.22M as of Q2 2026.
  • Fiduciary Trust bought 1,148 Citizens Financial Group shares in Q2 2026, an estimated $74K.
  • Citizens Financial Group made up 0.02% of Fiduciary Trust's portfolio in Q2 2026, its #269 holding.
  • Fiduciary Trust first reported a position in Citizens Financial Group in Q2 2021 and has held it in 14 quarters since.
  • Fiduciary Trust's Citizens Financial Group position peaked at $2.58M in Q2 2022.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.