Matthew Hamilton Rosenberg’s Citizens Financial Group CFG Stock Holding History

Matthew Hamilton Rosenberg’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	$3.38K	Hold	53	–	–	﹤0.01%	729
2026 Q2	$3.71K	Hold	53	–	–	﹤0.01%	711
2026 Q1	$3.18K	Hold	53	–	–	﹤0.01%	711
2025 Q4	$3.1K	Hold	53	–	–	﹤0.01%	723
2025 Q3	$2.82K	Hold	53	–	–	﹤0.01%	735
2025 Q2	$2.37K	Hold	53	–	–	﹤0.01%	767
2025 Q1	$2.17K	Buy	+53	New	+$2.36K	﹤0.01%	756

Other funds holding CFG

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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Matthew Hamilton Rosenberg's CFG Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Citizens Financial Group (CFG) position steady in Q3 2026 at 53 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Matthew Hamilton Rosenberg first reported a position in CFG in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.71K in Q2 2026. 417 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

Matthew Hamilton Rosenberg held 53 shares of Citizens Financial Group worth $3.38K as of Q3 2026.
Matthew Hamilton Rosenberg left its Citizens Financial Group share count unchanged in Q3 2026.
Citizens Financial Group made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #729 holding.
Matthew Hamilton Rosenberg first reported a position in Citizens Financial Group in Q1 2025 and has held it in 7 quarters since.
Matthew Hamilton Rosenberg's Citizens Financial Group position peaked at $3.71K in Q2 2026.
417 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.