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Mather Group’s Citizens Financial Group CFG Stock Holding History

Mather 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 		$535K Buy
7,629
+513
+7% +$33.1K ﹤0.01% 519
2026
Q1 		$427K Sell
7,116
-138
-2% -$8.48K ﹤0.01% 532
2025
Q4 		$424K Sell
7,254
-415
-5% -$22.3K ﹤0.01% 448
2025
Q3 		$408K Buy
7,669
+1,102
+17% +$54.9K ﹤0.01% 442
2025
Q2 		$294K Sell
6,567
-2,811
-30% -$111K ﹤0.01% 503
2025
Q1 		$384K Buy
9,378
+746
+9% +$33.3K ﹤0.01% 431
2024
Q4 		$378K Buy
8,632
+1,138
+15% +$50.3K ﹤0.01% 414
2024
Q3 		$308K Buy
7,494
+3,868
+107% +$156K ﹤0.01% 458
2024
Q2 		$132K Buy
3,626
+1,565
+76% +$54.6K ﹤0.01% 729
2024
Q1 		$68.3K Buy
+2,061
New +$67.6K ﹤0.01% 804

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

Mather Group's CFG Position: Q2 2026 in Review

Mather Group increased its Citizens Financial Group (CFG) stake by 7.2% in Q2 2026, buying an estimated $33.1K and bringing the position to 7,629 shares worth $535K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Mather Group first reported a position in CFG in Q1 2024 and has held it in 10 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Mather Group held 7,629 shares of Citizens Financial Group worth $535K as of Q2 2026.
  • Mather Group bought 513 Citizens Financial Group shares in Q2 2026, an estimated $33.1K.
  • Citizens Financial Group made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #519 holding.
  • Mather Group first reported a position in Citizens Financial Group in Q1 2024 and has held it in 10 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.