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GW&K Investment Management’s Citizens Financial Group CFG Stock Holding History

GW&K Investment Management’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 		$72.4M Sell
1,033,943
-16,692
-2% -$1.08M 0.57% 47
2026
Q1 		$63M Sell
1,050,635
-16,442
-2% -$1.01M 0.56% 49
2025
Q4 		$62.3M Buy
1,067,077
+125,905
+13% +$6.76M 0.54% 49
2025
Q3 		$50M Sell
941,172
-9,028
-1% -$449K 0.44% 76
2025
Q2 		$42.5M Buy
950,200
+223,239
+31% +$8.79M 0.38% 95
2025
Q1 		$29.8M Buy
726,961
+725,919
+69,666% +$32.4M 0.28% 148
2024
Q4 		$46K Buy
1,042
+49
+5% +$2.17K ﹤0.01% 486
2024
Q3 		$41K Buy
993
+70
+8% +$2.83K ﹤0.01% 483
2024
Q2 		$33K Buy
923
+25
+3% +$872 ﹤0.01% 484
2024
Q1 		$33K Buy
898
+670
+294% +$22K ﹤0.01% 468
2023
Q4 		$8K Sell
228
-2
-0.9% -$55 ﹤0.01% 729
2023
Q3 		$6K Hold
230
– – ﹤0.01% 748
2023
Q2 		$6K Buy
+230
New +$6.34K ﹤0.01% 744
2022
Q3 		– Sell
-170
Closed -$6K – 474
2022
Q2 		$6K Buy
170
+117
+221% +$4.62K ﹤0.01% 545
2022
Q1 		$2K Buy
+53
New +$2.72K ﹤0.01% 682

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

GW&K Investment Management's CFG Position: Q2 2026 in Review

GW&K Investment Management reduced its Citizens Financial Group (CFG) stake by 1.6% in Q2 2026, selling an estimated $1.08M and leaving 1,033,943 shares worth $72.4M. The position accounts for 0.57% of the portfolio, ranked #47.

GW&K Investment Management first reported a position in CFG in Q1 2022 and has held it in 15 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • GW&K Investment Management held 1,033,943 shares of Citizens Financial Group worth $72.4M as of Q2 2026.
  • GW&K Investment Management sold 16,692 Citizens Financial Group shares in Q2 2026, an estimated $1.08M.
  • Citizens Financial Group made up 0.57% of GW&K Investment Management's portfolio in Q2 2026, its #47 holding.
  • GW&K Investment Management first reported a position in Citizens Financial Group in Q1 2022 and has held it in 15 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.