Trust Company of Vermont’s Citizens Financial Group CFG Stock Holding History

Trust Company of Vermont’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	$72.4K	Buy	+1,033	New	+$66.6K	﹤0.01%	535
2025 Q4	$41.1K	Buy	704 +33	+5%	+$1.77K	﹤0.01%	605
2025 Q3	$35.7K	Buy	671 +30	+5%	+$1.49K	﹤0.01%	619
2025 Q2	$28.7K	Buy	641 +410	+177%	+$16.1K	﹤0.01%	642
2025 Q1	$9.46K	Hold	231	–	–	﹤0.01%	774
2024 Q4	$10.1K	Hold	231	–	–	﹤0.01%	770
2024 Q3	$9.49K	Buy	+231	New	+$9.34K	﹤0.01%	757
2023 Q2	–	Sell	-2,694	Closed	-$81.8K	–	838
2023 Q1	$81.8K	Buy	+2,694	New	+$106K	0.01%	419
2022 Q4	–	Sell	-100	Closed	-$3K	–	889
2022 Q3	$3K	Buy	+100	New	+$3.7K	﹤0.01%	881
2020 Q1	–	Sell	-133	Closed	-$5K	–	878
2019 Q4	$5K	Sell	133 -140	-51%	-$5.24K	﹤0.01%	775
2019 Q3	$10K	Hold	273	–	–	﹤0.01%	743
2019 Q2	$10K	Hold	273	–	–	﹤0.01%	745
2019 Q1	$9K	Sell	273 -133	-33%	-$4.61K	﹤0.01%	723
2018 Q4	$12K	Sell	406 -235	-37%	-$8.24K	﹤0.01%	707
2018 Q3	$25K	Hold	641	–	–	﹤0.01%	632
2018 Q2	$25K	Buy	641 +501	+358%	+$20.9K	﹤0.01%	648
2018 Q1	$6K	Hold	140	–	–	﹤0.01%	806
2017 Q4	$6K	Hold	140	–	–	﹤0.01%	818
2017 Q3	$5K	Sell	140 -68	-33%	-$2.38K	﹤0.01%	803
2017 Q2	$7K	Hold	208	–	–	﹤0.01%	774
2017 Q1	$7K	Buy	208 +147	+241%	+$5.36K	﹤0.01%	749
2016 Q4	$2K	Buy	+61	New	+$1.85K	﹤0.01%	830
2016 Q3	–	Sell	-28	Closed	-$1K	–	832
2016 Q2	$1K	Hold	28	–	–	﹤0.01%	826
2016 Q1	$1K	Hold	28	–	–	﹤0.01%	719
2015 Q4	$1K	Buy	+28	New	+$705	﹤0.01%	764

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Trust Company of Vermont's CFG Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in Citizens Financial Group (CFG) in Q2 2026: 1,033 shares worth $72.4K. The stake represents ﹤0.01% of the portfolio and ranks #535 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in CFG as recently as Q4 2025.

Trust Company of Vermont first reported a position in CFG in Q4 2015 and has held it in 25 quarters since. The position peaked at $81.8K in Q1 2023. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Trust Company of Vermont held 1,033 shares of Citizens Financial Group worth $72.4K as of Q2 2026.
Citizens Financial Group was a new Trust Company of Vermont position in Q2 2026.
Citizens Financial Group made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #535 holding.
Trust Company of Vermont first reported a position in Citizens Financial Group in Q4 2015 and has held it in 25 quarters since.
Trust Company of Vermont's Citizens Financial Group position peaked at $81.8K in Q1 2023.
1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.