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SVB Wealth’s Citizens Financial Group CFG Stock Holding History

SVB Wealth’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 		$355K Sell
5,066
-40
-0.8% -$2.58K 0.02% 303
2026
Q1 		$306K Sell
5,106
-1
-0% -$61 0.02% 318
2025
Q4 		$298K Sell
5,107
-782
-13% -$42K 0.02% 336
2025
Q3 		$313K Sell
5,889
-197
-3% -$9.81K 0.02% 348
2025
Q2 		$272K Buy
+6,086
New +$240K 0.01% 378
2025
Q1 		– Sell
-9,620
Closed -$421K – 1534
2024
Q4 		$421K Buy
+9,620
New +$425K 0.01% 464
2024
Q3 		– Sell
-16,897
Closed -$609K – 114
2024
Q2 		$609K Sell
16,897
-4,436
-21% -$155K 0.02% 392
2024
Q1 		$774K Sell
21,333
-215
-1% -$7.05K 0.02% 394
2023
Q4 		$714K Buy
21,548
+2,662
+14% +$73.3K 0.02% 401
2023
Q3 		$506K Sell
18,886
-3,408
-15% -$97.4K 0.01% 455
2023
Q2 		$581K Sell
22,294
-2,874
-11% -$79.2K 0.01% 447
2023
Q1 		$764K Sell
25,168
-25,228
-50% -$988K 0.01% 438
2022
Q4 		$1.98M Buy
50,396
+7,196
+17% +$281K 0.03% 274
2022
Q3 		$1.48M Buy
43,200
+20,150
+87% +$745K 0.02% 297
2022
Q2 		$823K Buy
23,050
+17,169
+292% +$678K 0.01% 358
2022
Q1 		$266K Buy
5,881
+1,450
+33% +$74.5K ﹤0.01% 617
2021
Q4 		$210K Sell
4,431
-7,481
-63% -$360K ﹤0.01% 690
2021
Q3 		$560K Buy
11,912
+571
+5% +$25.1K 0.01% 563
2021
Q2 		$520K Sell
11,341
-1,184
-9% -$55.9K 0.01% 563
2021
Q1 		$553K Buy
12,525
+347
+3% +$14.4K 0.01% 492
2020
Q4 		$435K Buy
12,178
+342
+3% +$10.7K 0.01% 511
2020
Q3 		$299K Buy
+11,836
New +$300K ﹤0.01% 525

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

SVB Wealth's CFG Position: Q2 2026 in Review

SVB Wealth reduced its Citizens Financial Group (CFG) stake by 0.78% in Q2 2026, selling an estimated $2.58K and leaving 5,066 shares worth $355K. The position accounts for 0.02% of the portfolio, ranked #303.

SVB Wealth first reported a position in CFG in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.98M in Q4 2022. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • SVB Wealth held 5,066 shares of Citizens Financial Group worth $355K as of Q2 2026.
  • SVB Wealth sold 40 Citizens Financial Group shares in Q2 2026, an estimated $2.58K.
  • Citizens Financial Group made up 0.02% of SVB Wealth's portfolio in Q2 2026, its #303 holding.
  • SVB Wealth first reported a position in Citizens Financial Group in Q3 2020 and has held it in 22 quarters since.
  • SVB Wealth's Citizens Financial Group position peaked at $1.98M in Q4 2022.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.