MAM
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Marquette Asset Management’s Citizens Financial Group CFG Stock Holding History

Marquette Asset 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 		$1.54K Hold
22
– – ﹤0.01% 667
2026
Q1 		$1.32K Buy
+22
New +$1.35K ﹤0.01% 635
2025
Q4 		– Sell
-43
Closed -$2.29K – 737
2025
Q3 		$2.29K Buy
+43
New +$2.14K ﹤0.01% 513

Other funds holding CFG

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Marquette Asset Management's CFG Position: Q2 2026 in Review

Marquette Asset Management held its Citizens Financial Group (CFG) position steady in Q2 2026 at 22 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Marquette Asset Management first reported a position in CFG in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.29K in Q3 2025. 149 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Marquette Asset Management held 22 shares of Citizens Financial Group worth $1.54K as of Q2 2026.
  • Marquette Asset Management left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #667 holding.
  • Marquette Asset Management first reported a position in Citizens Financial Group in Q3 2025 and has held it in 3 quarters since.
  • Marquette Asset Management's Citizens Financial Group position peaked at $2.29K in Q3 2025.
  • 149 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.