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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
Q2 		$11.5K Buy
164
+112
+215% +$7.22K ﹤0.01% 517
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 $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 $3.38T AUM 44.17% 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

Steigerwald Gordon & Koch's CFG Position: Q2 2026 in Review

Steigerwald Gordon & Koch increased its Citizens Financial Group (CFG) stake by 215% in Q2 2026, buying an estimated $7.22K and bringing the position to 164 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Steigerwald Gordon & Koch first reported a position in CFG in Q3 2025 and has held it in 4 quarters since. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Steigerwald Gordon & Koch held 164 shares of Citizens Financial Group worth $11.5K as of Q2 2026.
  • Steigerwald Gordon & Koch bought 112 Citizens Financial Group shares in Q2 2026, an estimated $7.22K.
  • Citizens Financial Group made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #517 holding.
  • Steigerwald Gordon & Koch first reported a position in Citizens Financial Group in Q3 2025 and has held it in 4 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.