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Aspect Partners’s Citizens Financial Group CFG Stock Holding History

Aspect 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 		– Sell
-35
Closed -$2.1K – 689
2026
Q1 		$2.1K Hold
35
– – ﹤0.01% 483
2025
Q4 		$2.04K Hold
35
– – ﹤0.01% 516
2025
Q3 		$1.86K Buy
+35
New +$1.74K ﹤0.01% 550
2025
Q2 		– Sell
-6
Closed -$246 – 622
2025
Q1 		$246 Buy
+6
New +$268 ﹤0.01% 587

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

Aspect Partners's CFG Position: Q2 2026 in Review

Aspect Partners sold out of Citizens Financial Group (CFG) in Q2 2026, closing a stake of 35 shares — an estimated $2.1K sold.

Aspect Partners first reported a position in CFG in Q1 2025 and held it in 4 quarters. The position peaked at $2.1K in Q1 2026. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Aspect Partners reported no remaining Citizens Financial Group position as of Q2 2026 after selling out during the quarter.
  • Aspect Partners sold 35 Citizens Financial Group shares in Q2 2026, an estimated $2.1K.
  • Aspect Partners first reported a position in Citizens Financial Group in Q1 2025 and held it in 4 quarters.
  • Aspect Partners's Citizens Financial Group position peaked at $2.1K in Q1 2026.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.