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Grimes & Company’s Citizens Financial Group CFG Stock Holding History

Grimes & Company’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 		$2.6M Buy
37,150
+12,162
+49% +$784K 0.06% 176
2026
Q1 		$1.5M Buy
+24,988
New +$1.54M 0.04% 203

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

Grimes & Company's CFG Position: Q2 2026 in Review

Grimes & Company increased its Citizens Financial Group (CFG) stake by 49% in Q2 2026, buying an estimated $784K and bringing the position to 37,150 shares worth $2.6M. The position accounts for 0.06% of the portfolio, ranked #176.

Grimes & Company first reported a position in CFG in Q1 2026 and has held it in 2 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Grimes & Company held 37,150 shares of Citizens Financial Group worth $2.6M as of Q2 2026.
  • Grimes & Company bought 12,162 Citizens Financial Group shares in Q2 2026, an estimated $784K.
  • Citizens Financial Group made up 0.06% of Grimes & Company's portfolio in Q2 2026, its #176 holding.
  • Grimes & Company first reported a position in Citizens Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.