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Wilmington Savings Fund Society’s Citizens Financial Group CFG Stock Holding History

Wilmington Savings Fund Society’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 		$626K Buy
8,941
+9
+0.1% +$580 0.01% 382
2026
Q1 		$536K Buy
+8,932
New +$549K 0.01% 404
2025
Q4 		– Sell
-297
Closed -$15.8K – 1397
2025
Q3 		$15.8K Sell
297
-4,461
-94% -$222K ﹤0.01% 1112
2025
Q2 		$213K Buy
4,758
+2,583
+119% +$102K ﹤0.01% 783
2025
Q1 		$89.1K Hold
2,175
– – ﹤0.01% 1041
2024
Q4 		$95.2K Hold
2,175
– – ﹤0.01% 1055
2024
Q3 		$89.3K Buy
+2,175
New +$87.9K ﹤0.01% 1046

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

Wilmington Savings Fund Society's CFG Position: Q2 2026 in Review

Wilmington Savings Fund Society increased its Citizens Financial Group (CFG) stake by 0.1% in Q2 2026, buying an estimated $580 and bringing the position to 8,941 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #382.

Wilmington Savings Fund Society first reported a position in CFG in Q3 2024 and has held it in 7 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Wilmington Savings Fund Society held 8,941 shares of Citizens Financial Group worth $626K as of Q2 2026.
  • Wilmington Savings Fund Society bought 9 Citizens Financial Group shares in Q2 2026, an estimated $580.
  • Citizens Financial Group made up 0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #382 holding.
  • Wilmington Savings Fund Society first reported a position in Citizens Financial Group in Q3 2024 and has held it in 7 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.