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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
Q2 		$474K Buy
6,760
+97
+1% +$6.25K 0.05% 165
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 $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

Gilbert & Cook's CFG Position: Q2 2026 in Review

Gilbert & Cook increased its Citizens Financial Group (CFG) stake by 1.5% in Q2 2026, buying an estimated $6.25K and bringing the position to 6,760 shares worth $474K. The position accounts for 0.05% of the portfolio, ranked #165.

Gilbert & Cook first reported a position in CFG in Q4 2023 and has held it in 11 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Gilbert & Cook held 6,760 shares of Citizens Financial Group worth $474K as of Q2 2026.
  • Gilbert & Cook bought 97 Citizens Financial Group shares in Q2 2026, an estimated $6.25K.
  • Citizens Financial Group made up 0.05% of Gilbert & Cook's portfolio in Q2 2026, its #165 holding.
  • Gilbert & Cook first reported a position in Citizens Financial Group in Q4 2023 and has held it in 11 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.