William Blair & Company
CFG icon

William Blair & Company’s Citizens Financial Group CFG Stock Holding History

William Blair & 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
Q1 		$919K Sell
15,330
-886
-5% -$54.5K ﹤0.01% 967
2025
Q4 		$947K Buy
16,216
+467
+3% +$25.1K ﹤0.01% 957
2025
Q3 		$837K Buy
15,749
+338
+2% +$16.8K ﹤0.01% 967
2025
Q2 		$690K Buy
15,411
+819
+6% +$32.2K ﹤0.01% 995
2025
Q1 		$598K Sell
14,592
-412
-3% -$18.4K ﹤0.01% 1036
2024
Q4 		$657K Buy
15,004
+564
+4% +$24.9K ﹤0.01% 1012
2024
Q3 		$593K Sell
14,440
-391
-3% -$15.8K ﹤0.01% 1070
2024
Q2 		$534K Sell
14,831
-710
-5% -$24.8K ﹤0.01% 1073
2024
Q1 		$564K Sell
15,541
-5,094
-25% -$167K ﹤0.01% 1053
2023
Q4 		$684K Sell
20,635
-2,481
-11% -$68.3K ﹤0.01% 980
2023
Q3 		$620K Sell
23,116
-598
-3% -$17.1K ﹤0.01% 990
2023
Q2 		$618K Sell
23,714
-4,141
-15% -$114K ﹤0.01% 987
2023
Q1 		$846K Sell
27,855
-235
-0.8% -$9.2K ﹤0.01% 881
2022
Q4 		$1.11M Buy
28,090
+186
+0.7% +$7.26K ﹤0.01% 794
2022
Q3 		$959K Sell
27,904
-12,811
-31% -$474K ﹤0.01% 826
2022
Q2 		$1.45M Buy
40,715
+2,096
+5% +$82.8K 0.01% 722
2022
Q1 		$1.75M Buy
38,619
+586
+2% +$30.1K 0.01% 732
2021
Q4 		$1.8M Buy
38,033
+435
+1% +$21K 0.01% 756
2021
Q3 		$1.77M Buy
37,598
+1,182
+3% +$51.9K 0.01% 740
2021
Q2 		$1.67M Buy
36,416
+381
+1% +$18K 0.01% 755
2021
Q1 		$1.59M Buy
36,035
+6,009
+20% +$250K 0.01% 757
2020
Q4 		$1.07M Buy
30,026
+83
+0.3% +$2.6K ﹤0.01% 824
2020
Q3 		$757K Buy
29,943
+4,603
+18% +$117K ﹤0.01% 843
2020
Q2 		$640K Sell
25,340
-15,252
-38% -$346K ﹤0.01% 872
2020
Q1 		$764K Sell
40,592
-9,444
-19% -$308K ﹤0.01% 741
2019
Q4 		$2.03M Buy
50,036
+6
+0% +$225 0.01% 602
2019
Q3 		$1.77M Buy
50,030
+324
+0.7% +$11.3K 0.01% 600
2019
Q2 		$1.76M Sell
49,706
-789
-2% -$27.5K 0.01% 613
2019
Q1 		$1.64M Sell
50,495
-356
-0.7% -$12.3K 0.01% 613
2018
Q4 		$1.51M Sell
50,851
-2,567
-5% -$90K 0.01% 593
2018
Q3 		$2.06M Sell
53,418
-530
-1% -$21.4K 0.01% 549
2018
Q2 		$2.1M Buy
53,948
+4,000
+8% +$167K 0.01% 546
2018
Q1 		$2.1M Buy
49,948
+1,774
+4% +$79.6K 0.01% 540
2017
Q4 		$2.02M Buy
48,174
+16,399
+52% +$641K 0.01% 569
2017
Q3 		$1.2M Buy
31,775
+6,916
+28% +$242K 0.01% 677
2017
Q2 		$887K Buy
+24,859
New +$881K 0.01% 791
2016
Q3 		– Sell
-12,015
Closed -$240K – 1290
2016
Q2 		$240K Sell
12,015
-759
-6% -$16.8K ﹤0.01% 1062
2016
Q1 		$268K Buy
12,774
+124
+1% +$2.63K ﹤0.01% 971
2015
Q4 		$331K Sell
12,650
-1,684
-12% -$42.4K ﹤0.01% 925
2015
Q3 		$342K Sell
14,334
-769
-5% -$19.6K ﹤0.01% 1106
2015
Q2 		$412K Buy
+15,103
New +$400K ﹤0.01% 1830

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

William Blair & Company's CFG Position: Q1 2026 in Review

William Blair & Company reduced its Citizens Financial Group (CFG) stake by 5.5% in Q1 2026, selling an estimated $54.5K and leaving 15,330 shares worth $919K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

William Blair & Company first reported a position in CFG in Q2 2015 and has held it in 41 quarters since. The position peaked at $2.1M in Q2 2018. 1,016 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • William Blair & Company held 15,330 shares of Citizens Financial Group worth $919K as of Q1 2026.
  • William Blair & Company sold 886 Citizens Financial Group shares in Q1 2026, an estimated $54.5K.
  • Citizens Financial Group made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #967 holding.
  • William Blair & Company first reported a position in Citizens Financial Group in Q2 2015 and has held it in 41 quarters since.
  • William Blair & Company's Citizens Financial Group position peaked at $2.1M in Q2 2018.
  • 1,016 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.