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WhitTier Trust Company’s Citizens Financial Group CFG Stock Holding History

WhitTier Trust Company’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 		– Sell
-382
Closed -$23.5K – 1435
2026
Q1 		$23.5K Buy
382
+55
+17% +$3.38K ﹤0.01% 874
2025
Q4 		$20.3K Sell
327
-15
-4% -$806 ﹤0.01% 906
2025
Q3 		$18.4K Buy
342
+86
+34% +$4.28K ﹤0.01% 915
2025
Q2 		$11.5K Hold
256
– – ﹤0.01% 1120
2025
Q1 		$10.5K Hold
256
– – ﹤0.01% 1098
2024
Q4 		$11.2K Hold
256
– – ﹤0.01% 1051
2024
Q3 		$10.5K Hold
256
– – ﹤0.01% 1039
2024
Q2 		$9.22K Sell
256
-1,758
-87% -$61.3K ﹤0.01% 1006
2024
Q1 		$73.1K Buy
2,014
+1,758
+687% +$57.7K ﹤0.01% 618
2023
Q4 		$8.48K Buy
+256
New +$7.05K ﹤0.01% 960
2023
Q1 		– Sell
-69
Closed -$2.71K – 1168
2022
Q4 		$2.71K Sell
69
-3,538
-98% -$138K ﹤0.01% 1066
2022
Q3 		$124K Buy
3,607
+3,587
+17,935% +$133K 0.01% 523
2022
Q2 		$1K Buy
+20
New +$790 ﹤0.01% 1081
2020
Q2 		– Sell
-8
Closed – – 947
2020
Q1 		$0 Hold
8
– – ﹤0.01% 984
2019
Q4 		$0 Hold
8
– – ﹤0.01% 1000
2019
Q3 		$0 Hold
8
– – ﹤0.01% 991
2019
Q2 		$0 Hold
8
– – ﹤0.01% 992
2019
Q1 		$0 Hold
8
– – ﹤0.01% 1001
2018
Q4 		$0 Sell
8
-53
-87% -$1.86K ﹤0.01% 1053
2018
Q3 		$2K Hold
61
– – ﹤0.01% 918
2018
Q2 		$2K Hold
61
– – ﹤0.01% 923
2018
Q1 		$3K Hold
61
– – ﹤0.01% 945
2017
Q4 		$3K Hold
61
– – ﹤0.01% 921
2017
Q3 		$2K Buy
+61
New +$2.13K ﹤0.01% 938

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

WhitTier Trust Company's CFG Position: Q2 2026 in Review

WhitTier Trust Company sold out of Citizens Financial Group (CFG) in Q2 2026, closing a stake of 382 shares — an estimated $23.5K sold.

WhitTier Trust Company first reported a position in CFG in Q3 2017 and held it in 24 quarters. The position peaked at $124K in Q3 2022. 1,099 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • WhitTier Trust Company reported no remaining Citizens Financial Group position as of Q2 2026 after selling out during the quarter.
  • WhitTier Trust Company sold 382 Citizens Financial Group shares in Q2 2026, an estimated $23.5K.
  • WhitTier Trust Company first reported a position in Citizens Financial Group in Q3 2017 and held it in 24 quarters.
  • WhitTier Trust Company's Citizens Financial Group position peaked at $124K in Q3 2022.
  • 1,099 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.