First Citizens Bank & Trust’s Citizens Financial Group CFG Stock Holding History

First Citizens Bank & 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	$209K	Buy	+2,982	New	+$192K	﹤0.01%	637
2025 Q4	–	Sell	-4,106	Closed	-$218K	–	645
2025 Q3	$218K	Buy	+4,106	New	+$204K	﹤0.01%	604
2019 Q1	–	Sell	-48,240	Closed	-$1.43M	–	408
2018 Q4	$1.43M	Sell	48,240 -1,404	-3%	-$49.2K	0.17%	139
2018 Q3	$1.92M	Buy	49,644 +304	+0.6%	+$12.3K	0.21%	127
2018 Q2	$1.92M	Sell	49,340 -93	-0.2%	-$3.87K	0.24%	121
2018 Q1	$2.08M	Sell	49,433 -21,686	-30%	-$974K	0.28%	104
2017 Q4	$2.99M	Sell	71,119 -8,478	-11%	-$332K	0.4%	73
2017 Q3	$3.01M	Sell	79,597 -22,804	-22%	-$798K	0.39%	77
2017 Q2	$3.65M	Sell	102,401 -3,147	-3%	-$112K	0.47%	56
2017 Q1	$3.65M	Buy	105,548 +86,528	+455%	+$3.16M	0.44%	60
2016 Q4	$678K	Buy	+19,020	New	+$576K	0.07%	193
2016 Q3	–	Sell	-111,741	Closed	-$2.23M	–	473
2016 Q2	$2.23M	Buy	+111,741	New	+$2.48M	0.2%	110

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Citizens Bank & Trust's CFG Position: Q2 2026 in Review

First Citizens Bank & Trust opened a new position in Citizens Financial Group (CFG) in Q2 2026: 2,982 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #637 among its holdings. This is a return to the name: First Citizens Bank & Trust previously reported a position in CFG as recently as Q3 2025.

First Citizens Bank & Trust first reported a position in CFG in Q2 2016 and has held it in 12 quarters since. The position peaked at $3.65M in Q2 2017. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

First Citizens Bank & Trust held 2,982 shares of Citizens Financial Group worth $209K as of Q2 2026.
Citizens Financial Group was a new First Citizens Bank & Trust position in Q2 2026.
Citizens Financial Group made up ﹤0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #637 holding.
First Citizens Bank & Trust first reported a position in Citizens Financial Group in Q2 2016 and has held it in 12 quarters since.
First Citizens Bank & Trust's Citizens Financial Group position peaked at $3.65M in Q2 2017.
1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.