1620 Investment Advisors’s Citizens Financial Group CFG Stock Holding History

1620 Investment Advisors’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	$564K	Buy	8,045 +35	+0.4%	+$2.26K	0.35%	80
2026 Q1	$480K	Buy	8,010 +101	+1%	+$6.21K	0.32%	87
2025 Q4	$462K	Sell	7,909 -5	-0.1%	-$269	0.31%	93
2025 Q3	$421K	Sell	7,914 -66	-0.8%	-$3.29K	0.29%	101
2025 Q2	$357K	Buy	7,980 +235	+3%	+$9.25K	0.25%	111
2025 Q1	$317K	Buy	7,745 +32	+0.4%	+$1.43K	0.24%	120
2024 Q4	$338K	Buy	7,713 +238	+3%	+$10.5K	0.26%	121
2024 Q3	$307K	Sell	7,475 -925	-11%	-$37.4K	0.22%	132
2024 Q2	$303K	Buy	8,400 +1,004	+14%	+$35K	0.23%	123
2024 Q1	$268K	Buy	7,396 +85	+1%	+$2.79K	0.27%	123
2023 Q4	$242K	Buy	+7,311	New	+$201K	0.26%	121
2023 Q2	–	Sell	-7,192	Closed	-$218K	–	141
2023 Q1	$218K	Buy	+7,192	New	+$282K	0.26%	120

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

1620 Investment Advisors's CFG Position: Q2 2026 in Review

1620 Investment Advisors increased its Citizens Financial Group (CFG) stake by 0.44% in Q2 2026, buying an estimated $2.26K and bringing the position to 8,045 shares worth $564K. The position accounts for 0.35% of the portfolio, ranked #80.

1620 Investment Advisors first reported a position in CFG in Q1 2023 and has held it in 12 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

1620 Investment Advisors held 8,045 shares of Citizens Financial Group worth $564K as of Q2 2026.
1620 Investment Advisors bought 35 Citizens Financial Group shares in Q2 2026, an estimated $2.26K.
Citizens Financial Group made up 0.35% of 1620 Investment Advisors's portfolio in Q2 2026, its #80 holding.
1620 Investment Advisors first reported a position in Citizens Financial Group in Q1 2023 and has held it in 12 quarters since.
1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.