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 Q3	$488K	Buy	7,647 +18	+0.2%	+$1.27K	﹤0.01%	550
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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Mather Group's CFG Position: Q3 2026 in Review

Mather Group increased its Citizens Financial Group (CFG) stake by 0.24% in Q3 2026, buying an estimated $1.27K and bringing the position to 7,647 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Mather Group first reported a position in CFG in Q1 2024 and has held it in 11 quarters since. The position peaked at $535K in Q2 2026. 161 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

Mather Group held 7,647 shares of Citizens Financial Group worth $488K as of Q3 2026.
Mather Group bought 18 Citizens Financial Group shares in Q3 2026, an estimated $1.27K.
Citizens Financial Group made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #550 holding.
Mather Group first reported a position in Citizens Financial Group in Q1 2024 and has held it in 11 quarters since.
Mather Group's Citizens Financial Group position peaked at $535K in Q2 2026.
161 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.