Sumitomo Mitsui Trust Group
CFG icon

Sumitomo Mitsui Trust Group’s Citizens Financial Group CFG Stock Holding History

Sumitomo Mitsui Trust Group’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 		$59.9M Sell
998,526
-58,655
-6% -$3.6M 0.04% 391
2025
Q4 		$61.7M Sell
1,057,181
-25,405
-2% -$1.36M 0.04% 406
2025
Q3 		$57.6M Buy
1,082,586
+68,815
+7% +$3.43M 0.03% 436
2025
Q2 		$45.4M Sell
1,013,771
-56,042
-5% -$2.21M 0.03% 474
2025
Q1 		$43.8M Buy
1,069,813
+54,189
+5% +$2.42M 0.03% 482
2024
Q4 		$44.4M Buy
1,015,624
+3,833
+0.4% +$169K 0.03% 481
2024
Q3 		$41.6M Sell
1,011,791
-6,614
-0.6% -$267K 0.03% 493
2024
Q2 		$36.7M Sell
1,018,405
-192,123
-16% -$6.7M 0.03% 509
2024
Q1 		$43.9M Sell
1,210,528
-18,636
-2% -$611K 0.03% 525
2023
Q4 		$40.7M Sell
1,229,164
-18,965
-2% -$522K 0.03% 534
2023
Q3 		$33.4M Buy
1,248,129
+19,028
+2% +$544K 0.03% 577
2023
Q2 		$32.1M Sell
1,229,101
-354,438
-22% -$9.77M 0.03% 593
2023
Q1 		$48.1M Buy
1,583,539
+110,240
+7% +$4.32M 0.04% 511
2022
Q4 		$58M Sell
1,473,299
-19,700
-1% -$769K 0.05% 449
2022
Q3 		$51.3M Sell
1,492,999
-17,443
-1% -$645K 0.04% 474
2022
Q2 		$53.9M Buy
1,510,442
+185,712
+14% +$7.33M 0.04% 476
2022
Q1 		$60M Buy
1,324,730
+128,361
+11% +$6.6M 0.04% 478
2021
Q4 		$56.5M Sell
1,196,369
-342,962
-22% -$16.5M 0.03% 507
2021
Q3 		$72.3M Buy
1,539,331
+19,991
+1% +$878K 0.05% 437
2021
Q2 		$69.7M Buy
1,519,340
+89,592
+6% +$4.23M 0.04% 450
2021
Q1 		$63.1M Sell
1,429,748
-55,875
-4% -$2.33M 0.04% 471
2020
Q4 		$53.1M Sell
1,485,623
-327,496
-18% -$10.3M 0.03% 510
2020
Q3 		$45.8M Sell
1,813,119
-20,167
-1% -$512K 0.03% 513
2020
Q2 		$46.3M Sell
1,833,286
-213,443
-10% -$4.84M 0.03% 517
2020
Q1 		$38.5M Buy
2,046,729
+263,679
+15% +$8.6M 0.03% 512
2019
Q4 		$72.4M Buy
1,783,050
+18,955
+1% +$709K 0.06% 359
2019
Q3 		$62.4M Sell
1,764,095
-8,809
-0.5% -$307K 0.05% 373
2019
Q2 		$62.7M Sell
1,772,904
-160,044
-8% -$5.58M 0.06% 360
2019
Q1 		$62.8M Sell
1,932,948
-25,637
-1% -$888K 0.06% 353
2018
Q4 		$57.9M Buy
1,958,585
+259,275
+15% +$9.09M 0.06% 320
2018
Q3 		$65.5M Sell
1,699,310
-88,760
-5% -$3.58M 0.07% 303
2018
Q2 		$69.6M Buy
1,788,070
+105,474
+6% +$4.39M 0.08% 268
2018
Q1 		$70.6M Sell
1,682,596
-28,625
-2% -$1.29M 0.09% 249
2017
Q4 		$71.8M Sell
1,711,221
-61,619
-3% -$2.41M 0.09% 242
2017
Q3 		$67.1M Sell
1,772,840
-47,342
-3% -$1.66M 0.09% 232
2017
Q2 		$64.9M Buy
1,820,182
+131,771
+8% +$4.67M 0.1% 240
2017
Q1 		$58.3M Buy
1,688,411
+4,698
+0.3% +$171K 0.09% 252
2016
Q4 		$60M Buy
1,683,713
+213,348
+15% +$6.46M 0.1% 241
2016
Q3 		$36.3M Sell
1,470,365
-9,906
-0.7% -$228K 0.06% 371
2016
Q2 		$29.6M Sell
1,480,271
-4,093
-0.3% -$90.9K 0.05% 408
2016
Q1 		$31.1M Buy
1,484,364
+58,811
+4% +$1.25M 0.05% 389
2015
Q4 		$37.5M Buy
1,425,553
+249,336
+21% +$6.28M 0.07% 322
2015
Q3 		$28.1M Buy
1,176,217
+269,053
+30% +$6.87M 0.05% 406
2015
Q2 		$24.8M Buy
+907,164
New +$24M 0.04% 465

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

Sumitomo Mitsui Trust Group's CFG Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its Citizens Financial Group (CFG) stake by 5.5% in Q1 2026, selling an estimated $3.6M and leaving 998,526 shares worth $59.9M. The position accounts for 0.04% of the portfolio, ranked #391.

Sumitomo Mitsui Trust Group first reported a position in CFG in Q2 2015 and has held it in 44 quarters since. The position peaked at $72.4M in Q4 2019. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 998,526 shares of Citizens Financial Group worth $59.9M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 58,655 Citizens Financial Group shares in Q1 2026, an estimated $3.6M.
  • Citizens Financial Group made up 0.04% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #391 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Citizens Financial Group in Q2 2015 and has held it in 44 quarters since.
  • Sumitomo Mitsui Trust Group's Citizens Financial Group position peaked at $72.4M in Q4 2019.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.