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Arvest Investments’s Citizens Financial Group CFG Stock Holding History

Arvest Investments’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 		$1.75M Sell
24,963
-563
-2% -$36.3K 0.21% 72
2026
Q1 		$1.53M Sell
25,526
-589
-2% -$36.2K 0.21% 73
2025
Q4 		$1.53M Sell
26,115
-11,558
-31% -$621K 0.21% 74
2025
Q3 		$2M Sell
37,673
-359
-0.9% -$17.9K 0.29% 67
2025
Q2 		$1.7M Sell
38,032
-632
-2% -$24.9K 0.26% 75
2025
Q1 		$1.58M Sell
38,664
-1,990
-5% -$88.8K 0.25% 89
2024
Q4 		$1.78M Buy
+40,654
New +$1.8M 0.28% 78

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

Arvest Investments's CFG Position: Q2 2026 in Review

Arvest Investments reduced its Citizens Financial Group (CFG) stake by 2.2% in Q2 2026, selling an estimated $36.3K and leaving 24,963 shares worth $1.75M. The position accounts for 0.21% of the portfolio, ranked #72.

Arvest Investments first reported a position in CFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2M in Q3 2025. 1,099 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Arvest Investments held 24,963 shares of Citizens Financial Group worth $1.75M as of Q2 2026.
  • Arvest Investments sold 563 Citizens Financial Group shares in Q2 2026, an estimated $36.3K.
  • Citizens Financial Group made up 0.21% of Arvest Investments's portfolio in Q2 2026, its #72 holding.
  • Arvest Investments first reported a position in Citizens Financial Group in Q4 2024 and has held it in 7 quarters since.
  • Arvest Investments's Citizens Financial Group position peaked at $2M in Q3 2025.
  • 1,099 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.