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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
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 +$2.37K ﹤0.01% 756

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

Matthew Hamilton Rosenberg's CFG Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Citizens Financial Group (CFG) position steady in Q2 2026 at 53 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Matthew Hamilton Rosenberg first reported a position in CFG in Q1 2025 and has held it in 6 quarters since. 153 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Matthew Hamilton Rosenberg held 53 shares of Citizens Financial Group worth $3.71K as of Q2 2026.
  • Matthew Hamilton Rosenberg left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #711 holding.
  • Matthew Hamilton Rosenberg first reported a position in Citizens Financial Group in Q1 2025 and has held it in 6 quarters since.
  • 153 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.