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Gateway Investment Advisers’s Citizens Financial Group CFG Stock Holding History

Gateway Investment Advisers’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 		$1.15M Buy
16,344
+9,271
+131% +$598K 0.01% 401
2026
Q1 		$424K Buy
+7,073
New +$435K ﹤0.01% 525
2022
Q2 		– Sell
-4,561
Closed -$207K – 544
2022
Q1 		$207K Buy
4,561
+11
+0.2% +$565 ﹤0.01% 541
2021
Q4 		$215K Sell
4,550
-385
-8% -$18.5K ﹤0.01% 516
2021
Q3 		$232K Hold
4,935
– – ﹤0.01% 507
2021
Q2 		$226K Sell
4,935
-292
-6% -$13.8K ﹤0.01% 520
2021
Q1 		$231K Sell
5,227
-1,019
-16% -$42.4K ﹤0.01% 513
2020
Q4 		$223K Buy
+6,246
New +$196K ﹤0.01% 512
2019
Q3 		– Sell
-18,227
Closed -$645K – 582
2019
Q2 		$645K Sell
18,227
-786
-4% -$27.4K 0.01% 519
2019
Q1 		$618K Sell
19,013
-2,086
-10% -$72.3K 0.01% 527
2018
Q4 		$627K Sell
21,099
-508
-2% -$17.8K 0.01% 514
2018
Q3 		$833K Sell
21,607
-275
-1% -$11.1K 0.01% 493
2018
Q2 		$851K Sell
21,882
-2,573
-11% -$107K 0.01% 493
2018
Q1 		$1.03M Sell
24,455
-2,291
-9% -$103K 0.01% 478
2017
Q4 		$1.12M Sell
26,746
-3,432
-11% -$134K 0.01% 478
2017
Q3 		$1.14M Sell
30,178
-1,554
-5% -$54.4K 0.01% 484
2017
Q2 		$1.13M Sell
31,732
-163
-0.5% -$5.78K 0.01% 462
2017
Q1 		$1.1M Sell
31,895
-4,307
-12% -$157K 0.01% 459
2016
Q4 		$1.29M Sell
36,202
-1,012
-3% -$30.7K 0.01% 435
2016
Q3 		$920K Buy
37,214
+52
+0.1% +$1.2K 0.01% 496
2016
Q2 		$742K Sell
37,162
-481
-1% -$10.7K 0.01% 535
2016
Q1 		$789K Buy
+37,643
New +$798K 0.01% 510

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

Gateway Investment Advisers's CFG Position: Q2 2026 in Review

Gateway Investment Advisers increased its Citizens Financial Group (CFG) stake by 131% in Q2 2026, buying an estimated $598K and bringing the position to 16,344 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #401.

Gateway Investment Advisers first reported a position in CFG in Q1 2016 and has held it in 22 quarters since. The position peaked at $1.29M in Q4 2016. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Gateway Investment Advisers held 16,344 shares of Citizens Financial Group worth $1.15M as of Q2 2026.
  • Gateway Investment Advisers bought 9,271 Citizens Financial Group shares in Q2 2026, an estimated $598K.
  • Citizens Financial Group made up 0.01% of Gateway Investment Advisers's portfolio in Q2 2026, its #401 holding.
  • Gateway Investment Advisers first reported a position in Citizens Financial Group in Q1 2016 and has held it in 22 quarters since.
  • Gateway Investment Advisers's Citizens Financial Group position peaked at $1.29M in Q4 2016.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Gateway Investment Advisers's 13F filing for Q2 2026, filed 20 Jul 2026.