SMBT
CFG icon

Southern Michigan Bank & Trust’s Citizens Financial Group CFG Stock Holding History

Southern Michigan Bank & Trust’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 		$42K Hold
600
– – 0.01% 221
2026
Q1 		$36K Buy
+600
New +$36.9K 0.01% 229

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Southern Michigan Bank & Trust's CFG Position: Q2 2026 in Review

Southern Michigan Bank & Trust held its Citizens Financial Group (CFG) position steady in Q2 2026 at 600 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #221.

Southern Michigan Bank & Trust first reported a position in CFG in Q1 2026 and has held it in 2 quarters since. 1,040 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Southern Michigan Bank & Trust held 600 shares of Citizens Financial Group worth $42K as of Q2 2026.
  • Southern Michigan Bank & Trust left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up 0.01% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #221 holding.
  • Southern Michigan Bank & Trust first reported a position in Citizens Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 1,040 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.