AAP
CFG icon

Arax Advisory Partners’s Citizens Financial Group CFG Stock Holding History

Arax Advisory Partners’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 		$11.9M Buy
170,540
+154,963
+995% +$9.99M 0.08% 267
2026
Q1 		$934K Buy
15,577
+34
+0.2% +$2.09K 0.03% 448
2025
Q4 		$908K Sell
15,543
-264,794
-94% -$14.2M 0.03% 404
2025
Q3 		$14.9M Buy
280,337
+273,625
+4,077% +$13.6M 0.21% 64
2025
Q2 		$305K Buy
6,712
+1,520
+29% +$59.8K 0.01% 523
2025
Q1 		$213K Sell
5,192
-7,388
-59% -$330K 0.01% 512
2024
Q4 		$551K Buy
12,580
+10,921
+658% +$483K 0.03% 281
2024
Q3 		$68.1K Buy
1,659
+322
+24% +$13K 0.01% 605
2024
Q2 		$48.2K Buy
1,337
+1,149
+611% +$40.1K ﹤0.01% 675
2024
Q1 		$6.82K Hold
188
– – ﹤0.01% 848
2023
Q4 		$6.23K Buy
+188
New +$5.17K ﹤0.01% 839
2023
Q3 		– Sell
-324
Closed -$8.45K – 1323
2023
Q2 		$8.45K Buy
+324
New +$8.93K ﹤0.01% 747

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

Arax Advisory Partners's CFG Position: Q2 2026 in Review

Arax Advisory Partners increased its Citizens Financial Group (CFG) stake by 995% in Q2 2026, buying an estimated $9.99M and bringing the position to 170,540 shares worth $11.9M. The position accounts for 0.08% of the portfolio, ranked #267.

Arax Advisory Partners first reported a position in CFG in Q2 2023 and has held it in 12 quarters since. The position peaked at $14.9M in Q3 2025. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Arax Advisory Partners held 170,540 shares of Citizens Financial Group worth $11.9M as of Q2 2026.
  • Arax Advisory Partners bought 154,963 Citizens Financial Group shares in Q2 2026, an estimated $9.99M.
  • Citizens Financial Group made up 0.08% of Arax Advisory Partners's portfolio in Q2 2026, its #267 holding.
  • Arax Advisory Partners first reported a position in Citizens Financial Group in Q2 2023 and has held it in 12 quarters since.
  • Arax Advisory Partners's Citizens Financial Group position peaked at $14.9M in Q3 2025.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.