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UMB Bank’s Citizens Financial Group CFG Stock Holding History

UMB Bank’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 		$446K Buy
6,360
+394
+7% +$25.4K 0.01% 513
2026
Q1 		$358K Sell
5,966
-3
-0.1% -$184 0.01% 541
2025
Q4 		$349K Buy
5,969
+364
+6% +$19.6K ﹤0.01% 540
2025
Q3 		$298K Buy
5,605
+83
+2% +$4.13K ﹤0.01% 530
2025
Q2 		$247K Buy
5,522
+2,195
+66% +$86.4K ﹤0.01% 549
2025
Q1 		$136K Buy
3,327
+144
+5% +$6.42K ﹤0.01% 667
2024
Q4 		$139K Sell
3,183
-3,839
-55% -$170K ﹤0.01% 629
2024
Q3 		$288K Buy
7,022
+119
+2% +$4.81K ﹤0.01% 509
2024
Q2 		$249K Buy
6,903
+1,122
+19% +$39.1K ﹤0.01% 521
2024
Q1 		$210K Sell
5,781
-200
-3% -$6.56K ﹤0.01% 565
2023
Q4 		$198K Sell
5,981
-327
-5% -$9K ﹤0.01% 582
2023
Q3 		$169K Hold
6,308
– – ﹤0.01% 598
2023
Q2 		$165K Hold
6,308
– – ﹤0.01% 610
2023
Q1 		$192K Sell
6,308
-49
-0.8% -$1.92K ﹤0.01% 577
2022
Q4 		$251K Sell
6,357
-1,813
-22% -$70.8K ﹤0.01% 533
2022
Q3 		$280K Sell
8,170
-8,557
-51% -$317K ﹤0.01% 523
2022
Q2 		$597K Buy
16,727
+3,410
+26% +$135K 0.01% 443
2022
Q1 		$604K Sell
13,317
-209
-2% -$10.7K 0.01% 450
2021
Q4 		$639K Buy
+13,526
New +$652K 0.01% 449
2016
Q4 		– Sell
-17,880
Closed -$442K – 337
2016
Q3 		$442K Buy
17,880
+1,825
+11% +$41.9K 0.02% 249
2016
Q2 		$321K Buy
16,055
+5,375
+50% +$119K 0.01% 275
2016
Q1 		$224K Buy
+10,680
New +$226K 0.01% 322

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

UMB Bank's CFG Position: Q2 2026 in Review

UMB Bank increased its Citizens Financial Group (CFG) stake by 6.6% in Q2 2026, buying an estimated $25.4K and bringing the position to 6,360 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #513.

UMB Bank first reported a position in CFG in Q1 2016 and has held it in 22 quarters since. The position peaked at $639K in Q4 2021. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • UMB Bank held 6,360 shares of Citizens Financial Group worth $446K as of Q2 2026.
  • UMB Bank bought 394 Citizens Financial Group shares in Q2 2026, an estimated $25.4K.
  • Citizens Financial Group made up 0.01% of UMB Bank's portfolio in Q2 2026, its #513 holding.
  • UMB Bank first reported a position in Citizens Financial Group in Q1 2016 and has held it in 22 quarters since.
  • UMB Bank's Citizens Financial Group position peaked at $639K in Q4 2021.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.