AFG
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Atomi Financial Group’s Citizens Financial Group CFG Stock Holding History

Atomi Financial Group’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 		$566K Buy
8,074
+852
+12% +$54.9K 0.01% 712
2026
Q1 		$433K Buy
7,222
+1,072
+17% +$65.9K 0.01% 769
2025
Q4 		$359K Buy
6,150
+793
+15% +$42.6K 0.01% 842
2025
Q3 		$285K Buy
+5,357
New +$267K 0.01% 918
2025
Q2 		– Sell
-5,661
Closed -$232K – 1119
2025
Q1 		$232K Sell
5,661
-860
-13% -$38.4K 0.01% 906
2024
Q4 		$285K Buy
6,521
+896
+16% +$39.6K 0.01% 746
2024
Q3 		$231K Buy
+5,625
New +$227K 0.01% 795

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

Atomi Financial Group's CFG Position: Q2 2026 in Review

Atomi Financial Group increased its Citizens Financial Group (CFG) stake by 12% in Q2 2026, buying an estimated $54.9K and bringing the position to 8,074 shares worth $566K. The position accounts for 0.01% of the portfolio, ranked #712.

Atomi Financial Group first reported a position in CFG in Q3 2024 and has held it in 7 quarters since. 1,099 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Atomi Financial Group held 8,074 shares of Citizens Financial Group worth $566K as of Q2 2026.
  • Atomi Financial Group bought 852 Citizens Financial Group shares in Q2 2026, an estimated $54.9K.
  • Citizens Financial Group made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #712 holding.
  • Atomi Financial Group first reported a position in Citizens Financial Group in Q3 2024 and has held it in 7 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.