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Johnson Financial Group Inc (Wisconsin)’s Citizens Financial Group CFG Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$125K Sell
1,778
-95
-5% -$6.13K ﹤0.01% 369
2026
Q1 		$112K Sell
1,873
-474
-20% -$29.1K ﹤0.01% 389
2025
Q4 		$137K Buy
2,347
+363
+18% +$19.5K 0.01% 381
2025
Q3 		$105K Buy
+1,984
New +$98.8K ﹤0.01% 444
2025
Q1 		– Sell
-77
Closed -$3.67K – 873
2024
Q4 		$3.67K Sell
77
-26
-25% -$1.15K ﹤0.01% 758
2024
Q3 		$4.23K Buy
103
+56
+119% +$2.26K ﹤0.01% 813
2024
Q2 		$1.69K Sell
47
-11
-19% -$384 ﹤0.01% 679
2024
Q1 		$2.1K Sell
58
-2,000
-97% -$65.6K ﹤0.01% 632
2023
Q4 		$68.2K Sell
2,058
-12
-0.6% -$330 ﹤0.01% 420
2023
Q3 		$55.5K Sell
2,070
-276
-12% -$7.89K ﹤0.01% 390
2023
Q2 		$61.2K Buy
2,346
+333
+17% +$9.18K ﹤0.01% 383
2023
Q1 		$61.1K Buy
2,013
+1,592
+378% +$62.4K ﹤0.01% 384
2022
Q4 		$16.6K Sell
421
-301
-42% -$11.8K ﹤0.01% 455
2022
Q3 		$25K Sell
722
-678
-48% -$25.1K ﹤0.01% 416
2022
Q2 		$50K Hold
1,400
– – ﹤0.01% 390
2022
Q1 		$63K Sell
1,400
-399
-22% -$20.5K ﹤0.01% 410
2021
Q4 		$85K Buy
1,799
+799
+80% +$38.5K 0.01% 382
2021
Q3 		$47K Sell
1,000
-98
-9% -$4.3K ﹤0.01% 411
2021
Q2 		$50K Buy
1,098
+1,000
+1,020% +$47.2K ﹤0.01% 413
2021
Q1 		$4K Buy
+98
New +$4.08K ﹤0.01% 583

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 $3.38T AUM 44.17% 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

Johnson Financial Group Inc (Wisconsin)'s CFG Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Citizens Financial Group (CFG) stake by 5.1% in Q2 2026, selling an estimated $6.13K and leaving 1,778 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Johnson Financial Group Inc (Wisconsin) first reported a position in CFG in Q1 2021 and has held it in 20 quarters since. The position peaked at $137K in Q4 2025. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 1,778 shares of Citizens Financial Group worth $125K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 95 Citizens Financial Group shares in Q2 2026, an estimated $6.13K.
  • Citizens Financial Group made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #369 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Citizens Financial Group in Q1 2021 and has held it in 20 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Citizens Financial Group position peaked at $137K in Q4 2025.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.