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AlphaCore Capital’s Citizens Financial Group CFG Stock Holding History

AlphaCore Capital’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 		$1.71M Buy
24,351
+18,198
+296% +$1.17M 0.03% 344
2026
Q1 		$369K Buy
6,153
+3,832
+165% +$236K 0.01% 639
2025
Q4 		$136K Buy
2,321
+1,196
+106% +$64.3K ﹤0.01% 1044
2025
Q3 		$59.8K Buy
+1,125
New +$56K ﹤0.01% 858

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

AlphaCore Capital's CFG Position: Q2 2026 in Review

AlphaCore Capital increased its Citizens Financial Group (CFG) stake by 296% in Q2 2026, buying an estimated $1.17M and bringing the position to 24,351 shares worth $1.71M. The position accounts for 0.03% of the portfolio, ranked #344.

AlphaCore Capital first reported a position in CFG in Q3 2025 and has held it in 4 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • AlphaCore Capital held 24,351 shares of Citizens Financial Group worth $1.71M as of Q2 2026.
  • AlphaCore Capital bought 18,198 Citizens Financial Group shares in Q2 2026, an estimated $1.17M.
  • Citizens Financial Group made up 0.03% of AlphaCore Capital's portfolio in Q2 2026, its #344 holding.
  • AlphaCore Capital first reported a position in Citizens Financial Group in Q3 2025 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 AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.