Trustmark National Bank Trust Department’s Citizens Financial Group CFG Stock Holding History

Trustmark National Bank Trust Department’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	$300K	Buy	4,278 +198	+5%	+$12.8K	0.02%	248
2026 Q1	$245K	Buy	+4,080	New	+$251K	0.02%	255
2024 Q1	–	Sell	-34,703	Closed	-$1.15M	–	280
2023 Q4	$1.15M	Buy	+34,703	New	+$955K	0.1%	136

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 $3.37T AUM 44.26% 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

Trustmark National Bank Trust Department's CFG Position: Q2 2026 in Review

Trustmark National Bank Trust Department increased its Citizens Financial Group (CFG) stake by 4.9% in Q2 2026, buying an estimated $12.8K and bringing the position to 4,278 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #248.

Trustmark National Bank Trust Department first reported a position in CFG in Q4 2023 and has held it in 3 quarters since. The position peaked at $1.15M in Q4 2023. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Trustmark National Bank Trust Department held 4,278 shares of Citizens Financial Group worth $300K as of Q2 2026.
Trustmark National Bank Trust Department bought 198 Citizens Financial Group shares in Q2 2026, an estimated $12.8K.
Citizens Financial Group made up 0.02% of Trustmark National Bank Trust Department's portfolio in Q2 2026, its #248 holding.
Trustmark National Bank Trust Department first reported a position in Citizens Financial Group in Q4 2023 and has held it in 3 quarters since.
Trustmark National Bank Trust Department's Citizens Financial Group position peaked at $1.15M in Q4 2023.
1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Trustmark National Bank Trust Department's 13F filing for Q2 2026, filed 12 Aug 2026.