Wells Fargo’s Citizens Financial Group CFG Stock Holding History

Wells Fargo’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
2024 Q3	–	Sell	-30,000	Closed	-$1.08M	–	6931
2024 Q2	$1.08M	Buy	+30,000	New	+$1.05M	﹤0.01%	3439
2020 Q4	–	Sell	-4,600	Closed	-$26K	–	6514
2020 Q3	$26K	Hold	4,600	–	–	﹤0.01%	5688
2020 Q2	$34K	Hold	4,600	–	–	﹤0.01%	5580
2020 Q1	$58K	Buy	+4,600	New	+$150K	﹤0.01%	5285
2016 Q1	–	Sell	-75,000	Closed	-$7K	–	6218
2015 Q4	$7K	Hold	75,000	–	–	﹤0.01%	5805
2015 Q3	$74K	Buy	+75,000	New	+$1.92M	﹤0.01%	5084

Other funds holding CFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Wells Fargo's CFG Position: Q1 2026 in Review

Wells Fargo reduced its Citizens Financial Group (CFG) stake by 7.5% in Q1 2026, selling an estimated $6.19M and leaving 1,241,050 shares worth $74.4M. The position accounts for 0.01% of the portfolio, ranked #745.

Wells Fargo first reported a position in CFG in Q3 2014 and has held it in 47 quarters since. The position peaked at $133M in Q1 2018. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

Wells Fargo held 1,241,050 shares of Citizens Financial Group worth $74.4M as of Q1 2026.
Wells Fargo sold 100,689 Citizens Financial Group shares in Q1 2026, an estimated $6.19M.
Citizens Financial Group made up 0.01% of Wells Fargo's portfolio in Q1 2026, its #745 holding.
Wells Fargo first reported a position in Citizens Financial Group in Q3 2014 and has held it in 47 quarters since.
Wells Fargo's Citizens Financial Group position peaked at $133M in Q1 2018.
1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.