GC
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Gilbert & Cook’s Citizens Financial Group CFG Stock Holding History

Gilbert & Cook’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
Q1 		$400K Buy
6,663
+104
+2% +$6.39K 0.05% 167
2025
Q4 		$383K Buy
6,559
+129
+2% +$6.93K 0.05% 176
2025
Q3 		$342K Buy
6,430
+144
+2% +$7.17K 0.04% 174
2025
Q2 		$281K Buy
6,286
+111
+2% +$4.37K 0.04% 183
2025
Q1 		$253K Buy
6,175
+174
+3% +$7.76K 0.04% 183
2024
Q4 		$263K Buy
6,001
+93
+2% +$4.11K 0.04% 185
2024
Q3 		$243K Sell
5,908
-30
-0.5% -$1.21K 0.03% 198
2024
Q2 		$214K Sell
5,938
-501
-8% -$17.5K 0.03% 203
2024
Q1 		$234K Sell
6,439
-16
-0.2% -$525 0.03% 205
2023
Q4 		$214K Buy
+6,455
New +$178K 0.03% 211

Other funds holding CFG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return