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Steigerwald Gordon & Koch’s Citizens Financial Group CFG Stock Holding History

Steigerwald Gordon & Koch’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
Q1 		$3.12K Hold
52
– – ﹤0.01% 656
2025
Q4 		$3.04K Hold
52
– – ﹤0.01% 756
2025
Q3 		$2.76K Buy
+52
New +$2.59K ﹤0.01% 700

Other funds holding CFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Steigerwald Gordon & Koch's CFG Position: Q1 2026 in Review

Steigerwald Gordon & Koch held its Citizens Financial Group (CFG) position steady in Q1 2026 at 52 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Steigerwald Gordon & Koch first reported a position in CFG in Q3 2025 and has held it in 3 quarters since. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Steigerwald Gordon & Koch held 52 shares of Citizens Financial Group worth $3.12K as of Q1 2026.
  • Steigerwald Gordon & Koch left its Citizens Financial Group share count unchanged in Q1 2026.
  • Citizens Financial Group made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q1 2026, its #656 holding.
  • Steigerwald Gordon & Koch first reported a position in Citizens Financial Group in Q3 2025 and has held it in 3 quarters since.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.