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MOTCO’s Citizens Financial Group CFG Stock Holding History

MOTCO’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 		$22.4K Buy
319
+10
+3% +$645 ﹤0.01% 379
2026
Q1 		$18.5K Sell
309
-1,040
-77% -$63.9K ﹤0.01% 416
2025
Q4 		$78.8K Hold
1,349
– – 0.01% 292
2025
Q3 		$71.7K Buy
1,349
+1,000
+287% +$49.8K 0.01% 301
2025
Q2 		$16.7K Hold
349
– – ﹤0.01% 388
2025
Q1 		$14.3K Buy
349
+40
+13% +$1.78K ﹤0.01% 405
2024
Q4 		$13.5K Sell
309
-181
-37% -$8K ﹤0.01% 382
2024
Q3 		$20.1K Buy
+490
New +$19.8K ﹤0.01% 418
2024
Q1 		– Sell
-1
Closed -$33 – 693
2023
Q4 		$33 Hold
1
– – ﹤0.01% 751
2023
Q3 		$27 Sell
1
-61
-98% -$1.74K ﹤0.01% 825
2023
Q2 		$1.62K Buy
+62
New +$1.71K ﹤0.01% 694
2019
Q3 		– Sell
-55
Closed -$2K – 558
2019
Q2 		$2K Buy
+55
New +$1.92K ﹤0.01% 786
2019
Q1 		– Sell
-1
Closed – – 512
2018
Q4 		$0 Buy
+1
New +$35 ﹤0.01% 568

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

MOTCO's CFG Position: Q2 2026 in Review

MOTCO increased its Citizens Financial Group (CFG) stake by 3.2% in Q2 2026, buying an estimated $645 and bringing the position to 319 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

MOTCO first reported a position in CFG in Q4 2018 and has held it in 13 quarters since. The position peaked at $78.8K in Q4 2025. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • MOTCO held 319 shares of Citizens Financial Group worth $22.4K as of Q2 2026.
  • MOTCO bought 10 Citizens Financial Group shares in Q2 2026, an estimated $645.
  • Citizens Financial Group made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #379 holding.
  • MOTCO first reported a position in Citizens Financial Group in Q4 2018 and has held it in 13 quarters since.
  • MOTCO's Citizens Financial Group position peaked at $78.8K in Q4 2025.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.