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

Affinity 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 		$946K Sell
13,502
-130
-1% -$8.38K 0.48% 65
2026
Q1 		$818K Buy
13,632
+2,173
+19% +$134K 0.51% 67
2025
Q4 		$669K Buy
+11,459
New +$616K 0.44% 75
2021
Q4 		– Sell
-5,249
Closed -$247K – 188
2021
Q3 		$247K Buy
+5,249
New +$230K 0.11% 162

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

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

Affinity Investment Advisors reduced its Citizens Financial Group (CFG) stake by 0.95% in Q2 2026, selling an estimated $8.38K and leaving 13,502 shares worth $946K. The position accounts for 0.48% of the portfolio, ranked #65.

Affinity Investment Advisors first reported a position in CFG in Q3 2021 and has held it in 4 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Affinity Investment Advisors held 13,502 shares of Citizens Financial Group worth $946K as of Q2 2026.
  • Affinity Investment Advisors sold 130 Citizens Financial Group shares in Q2 2026, an estimated $8.38K.
  • Citizens Financial Group made up 0.48% of Affinity Investment Advisors's portfolio in Q2 2026, its #65 holding.
  • Affinity Investment Advisors first reported a position in Citizens Financial Group in Q3 2021 and has held it in 4 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Affinity Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.