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Savant Capital’s Citizens Financial Group CFG Stock Holding History

Savant Capital’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 		$1.33M Buy
18,827
+1,115
+6% +$71.9K ﹤0.01% 762
2026
Q1 		$1.06M Buy
17,712
+3,657
+26% +$225K 0.01% 611
2025
Q4 		$821K Buy
14,055
+2,329
+20% +$125K ﹤0.01% 646
2025
Q3 		$623K Sell
11,726
-3,623
-24% -$180K ﹤0.01% 719
2025
Q2 		$687K Sell
15,349
-2,170
-12% -$85.4K ﹤0.01% 635
2025
Q1 		$718K Sell
17,519
-64,306
-79% -$2.87M 0.01% 573
2024
Q4 		$3.58M Buy
81,825
+2,373
+3% +$105K 0.03% 293
2024
Q3 		$3.26M Buy
79,452
+2,204
+3% +$89.1K 0.03% 305
2024
Q2 		$2.78M Buy
77,248
+42,744
+124% +$1.49M 0.03% 298
2024
Q1 		$1.25M Buy
34,504
+22,397
+185% +$735K 0.01% 484
2023
Q4 		$401K Buy
+12,107
New +$333K 0.01% 625
2023
Q1 		– Sell
-5,927
Closed -$233K – 728
2022
Q4 		$233K Buy
+5,927
New +$231K 0.01% 523
2022
Q3 		– Sell
-5,852
Closed -$209K – 555
2022
Q2 		$209K Buy
5,852
+475
+9% +$18.8K 0.01% 520
2022
Q1 		$244K Buy
5,377
+358
+7% +$18.4K 0.01% 501
2021
Q4 		$237K Buy
5,019
+551
+12% +$26.5K 0.01% 498
2021
Q3 		$210K Sell
4,468
-521
-10% -$22.9K 0.01% 494
2021
Q2 		$229K Buy
4,989
+60
+1% +$2.83K 0.01% 452
2021
Q1 		$218K Buy
+4,929
New +$205K 0.01% 430

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

Savant Capital's CFG Position: Q2 2026 in Review

Savant Capital increased its Citizens Financial Group (CFG) stake by 6.3% in Q2 2026, buying an estimated $71.9K and bringing the position to 18,827 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Savant Capital first reported a position in CFG in Q1 2021 and has held it in 18 quarters since. The position peaked at $3.58M in Q4 2024. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Savant Capital held 18,827 shares of Citizens Financial Group worth $1.33M as of Q2 2026.
  • Savant Capital bought 1,115 Citizens Financial Group shares in Q2 2026, an estimated $71.9K.
  • Citizens Financial Group made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #762 holding.
  • Savant Capital first reported a position in Citizens Financial Group in Q1 2021 and has held it in 18 quarters since.
  • Savant Capital's Citizens Financial Group position peaked at $3.58M in Q4 2024.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.