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Gallagher Fiduciary Advisors’s Citizens Financial Group CFG Stock Holding History

Gallagher Fiduciary Advisors’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 		$455K Buy
6,498
+50
+0.8% +$3.22K 0.02% 207
2026
Q1 		$387K Sell
6,448
-2,287
-26% -$141K 0.02% 213
2025
Q4 		$510K Buy
8,735
+5
+0.1% +$269 0.02% 177
2025
Q3 		$464K Sell
8,730
-9,106
-51% -$453K 0.02% 176
2025
Q2 		$798K Sell
17,836
-75
-0.4% -$2.95K 0.03% 102
2025
Q1 		$734K Buy
17,911
+525
+3% +$23.4K 0.02% 120
2024
Q4 		$761K Buy
17,386
+327
+2% +$14.5K 0.15% 94
2024
Q3 		$701K Sell
17,059
-3,070
-15% -$124K 0.14% 82
2024
Q2 		$725K Sell
20,129
-541
-3% -$18.9K 0.16% 71
2024
Q1 		$750K Sell
20,670
-1,290
-6% -$42.3K 0.03% 77
2023
Q4 		$728K Buy
21,960
+52
+0.2% +$1.43K 0.03% 77
2023
Q3 		$587K Buy
21,908
+1,463
+7% +$41.8K 0.05% 87
2023
Q2 		$533K Buy
+20,445
New +$563K 0.04% 120

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

Gallagher Fiduciary Advisors's CFG Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its Citizens Financial Group (CFG) stake by 0.78% in Q2 2026, buying an estimated $3.22K and bringing the position to 6,498 shares worth $455K. The position accounts for 0.02% of the portfolio, ranked #207.

Gallagher Fiduciary Advisors first reported a position in CFG in Q2 2023 and has held it in 13 quarters since. The position peaked at $798K in Q2 2025. 1,099 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Gallagher Fiduciary Advisors held 6,498 shares of Citizens Financial Group worth $455K as of Q2 2026.
  • Gallagher Fiduciary Advisors bought 50 Citizens Financial Group shares in Q2 2026, an estimated $3.22K.
  • Citizens Financial Group made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #207 holding.
  • Gallagher Fiduciary Advisors first reported a position in Citizens Financial Group in Q2 2023 and has held it in 13 quarters since.
  • Gallagher Fiduciary Advisors's Citizens Financial Group position peaked at $798K in Q2 2025.
  • 1,099 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.