Mercer Global Advisors
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Mercer Global Advisors’s Citizens Financial Group CFG Stock Holding History

Mercer Global Advisors’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 		$12.7M Buy
180,598
+27,126
+18% +$1.75M 0.02% 495
2026
Q1 		$9.2M Sell
153,472
-3,049
-2% -$187K 0.01% 531
2025
Q4 		$9.14M Buy
156,521
+72,184
+86% +$3.88M 0.01% 515
2025
Q3 		$4.48M Buy
84,337
+48,059
+132% +$2.39M 0.01% 709
2025
Q2 		$1.62M Sell
36,278
-11,898
-25% -$468K ﹤0.01% 975
2025
Q1 		$1.97M Buy
48,176
+2,226
+5% +$99.3K ﹤0.01% 843
2024
Q4 		$2.01M Sell
45,950
-52,753
-53% -$2.33M ﹤0.01% 826
2024
Q3 		$3.94M Sell
98,703
-62
-0.1% -$2.5K 0.01% 566
2024
Q2 		$3.56M Buy
98,765
+52,880
+115% +$1.84M 0.01% 545
2024
Q1 		$1.67M Buy
45,885
+1,247
+3% +$40.9K ﹤0.01% 774
2023
Q4 		$1.48M Sell
44,638
-3,210
-7% -$88.4K ﹤0.01% 825
2023
Q3 		$1.28M Sell
47,848
-7,323
-13% -$209K ﹤0.01% 843
2023
Q2 		$1.44M Sell
55,171
-209,304
-79% -$5.77M 0.01% 821
2023
Q1 		$8.03M Buy
264,475
+78,714
+42% +$3.08M 0.04% 319
2022
Q4 		$7.31M Buy
185,761
+15,347
+9% +$599K 0.04% 342
2022
Q3 		$5.86M Sell
170,414
-30,482
-15% -$1.13M 0.03% 338
2022
Q2 		$7.17M Buy
200,896
+17,272
+9% +$682K 0.04% 282
2022
Q1 		$8.32M Buy
183,624
+4,233
+2% +$218K 0.05% 262
2021
Q4 		$8.48M Buy
179,391
+5,324
+3% +$256K 0.05% 265
2021
Q3 		$8.18M Buy
174,067
+6,658
+4% +$292K 0.06% 264
2021
Q2 		$7.68M Buy
167,409
+17,557
+12% +$829K 0.06% 252
2021
Q1 		$6.62M Sell
149,852
-15,321
-9% -$638K 0.06% 256
2020
Q4 		$5.91M Sell
165,173
-22,769
-12% -$714K 0.07% 201
2020
Q3 		$4.75M Buy
187,942
+17,194
+10% +$436K 0.07% 205
2020
Q2 		$4.31M Buy
+170,748
New +$3.87M 0.08% 188
2020
Q1 		– Sell
-7,758
Closed -$315K – 1125
2019
Q4 		$315K Sell
7,758
-3,653
-32% -$137K 0.01% 902
2019
Q3 		$403K Sell
11,411
-998
-8% -$34.8K 0.01% 776
2019
Q2 		$439K Buy
12,409
+1,755
+16% +$61.2K 0.01% 731
2019
Q1 		$346K Buy
+10,654
New +$369K 0.01% 770

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

Mercer Global Advisors's CFG Position: Q2 2026 in Review

Mercer Global Advisors increased its Citizens Financial Group (CFG) stake by 18% in Q2 2026, buying an estimated $1.75M and bringing the position to 180,598 shares worth $12.7M. The position accounts for 0.02% of the portfolio, ranked #495.

Mercer Global Advisors first reported a position in CFG in Q1 2019 and has held it in 29 quarters since. 1,099 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Mercer Global Advisors held 180,598 shares of Citizens Financial Group worth $12.7M as of Q2 2026.
  • Mercer Global Advisors bought 27,126 Citizens Financial Group shares in Q2 2026, an estimated $1.75M.
  • Citizens Financial Group made up 0.02% of Mercer Global Advisors's portfolio in Q2 2026, its #495 holding.
  • Mercer Global Advisors first reported a position in Citizens Financial Group in Q1 2019 and has held it in 29 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.