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 $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

Wells Fargo's CFG Position: Q2 2026 in Review

Wells Fargo reduced its Citizens Financial Group (CFG) stake by 24% in Q2 2026, selling an estimated $18.9M and leaving 948,619 shares worth $66.5M. The position accounts for 0.01% of the portfolio, ranked #874.

Wells Fargo first reported a position in CFG in Q3 2014 and has held it in 48 quarters since. The position peaked at $133M in Q1 2018. 1,099 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Wells Fargo held 948,619 shares of Citizens Financial Group worth $66.5M as of Q2 2026.
Wells Fargo sold 292,431 Citizens Financial Group shares in Q2 2026, an estimated $18.9M.
Citizens Financial Group made up 0.01% of Wells Fargo's portfolio in Q2 2026, its #874 holding.
Wells Fargo first reported a position in Citizens Financial Group in Q3 2014 and has held it in 48 quarters since.
Wells Fargo's Citizens Financial Group position peaked at $133M in Q1 2018.
1,099 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.