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Gleason Group’s Citizens Financial Group CFG Stock Holding History

Gleason Group’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 		$3.22K Buy
+46
New +$2.97K ﹤0.01% 395
2024
Q3 		– Sell
-157
Closed -$5.66K – 204
2024
Q2 		$5.66K Buy
+157
New +$5.47K ﹤0.01% 219

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

Gleason Group's CFG Position: Q2 2026 in Review

Gleason Group opened a new position in Citizens Financial Group (CFG) in Q2 2026: 46 shares worth $3.22K. The stake represents ﹤0.01% of the portfolio and ranks #395 among its holdings. This is a return to the name: Gleason Group previously reported a position in CFG as recently as Q2 2024.

Gleason Group first reported a position in CFG in Q2 2024 and has held it in 2 quarters since. The position peaked at $5.66K in Q2 2024. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Gleason Group held 46 shares of Citizens Financial Group worth $3.22K as of Q2 2026.
  • Citizens Financial Group was a new Gleason Group position in Q2 2026.
  • Citizens Financial Group made up ﹤0.01% of Gleason Group's portfolio in Q2 2026, its #395 holding.
  • Gleason Group first reported a position in Citizens Financial Group in Q2 2024 and has held it in 2 quarters since.
  • Gleason Group's Citizens Financial Group position peaked at $5.66K in Q2 2024.
  • 1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.