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Atria Investments’s Citizens Financial Group CFG Stock Holding History

Atria 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 		$2.2M Buy
31,425
+3,098
+11% +$200K 0.02% 709
2026
Q1 		$1.7M Sell
28,327
-2,971
-9% -$183K 0.02% 789
2025
Q4 		$1.83M Sell
31,298
-2,017
-6% -$108K 0.02% 766
2025
Q3 		$1.77M Buy
33,315
+1,145
+4% +$57K 0.02% 770
2025
Q2 		$1.44M Sell
32,170
-6,592
-17% -$259K 0.02% 872
2025
Q1 		$1.59M Buy
38,762
+5,659
+17% +$252K 0.02% 799
2024
Q4 		$1.45M Sell
33,103
-889
-3% -$39.3K 0.02% 815
2024
Q3 		$1.4M Sell
33,992
-5,816
-15% -$235K 0.02% 815
2024
Q2 		$1.43M Buy
39,808
+2,106
+6% +$73.4K 0.02% 772
2024
Q1 		$1.37M Buy
37,702
+6,681
+22% +$219K 0.02% 807
2023
Q4 		$1.03M Buy
+31,021
New +$854K 0.02% 884
2020
Q1 		– Sell
-5,377
Closed -$218K – 647
2019
Q4 		$218K Buy
+5,377
New +$201K 0.01% 1117
2019
Q2 		– Sell
-25,226
Closed -$820K – 982
2019
Q1 		$820K Buy
25,226
+15,497
+159% +$537K 0.03% 407
2018
Q4 		$289K Sell
9,729
-657
-6% -$23K 0.01% 661
2018
Q3 		$417K Buy
10,386
+4,913
+90% +$198K 0.02% 651
2018
Q2 		$213K Buy
+5,473
New +$228K 0.01% 888

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

Atria Investments's CFG Position: Q2 2026 in Review

Atria Investments increased its Citizens Financial Group (CFG) stake by 11% in Q2 2026, buying an estimated $200K and bringing the position to 31,425 shares worth $2.2M. The position accounts for 0.02% of the portfolio, ranked #709.

Atria Investments first reported a position in CFG in Q2 2018 and has held it in 16 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Atria Investments held 31,425 shares of Citizens Financial Group worth $2.2M as of Q2 2026.
  • Atria Investments bought 3,098 Citizens Financial Group shares in Q2 2026, an estimated $200K.
  • Citizens Financial Group made up 0.02% of Atria Investments's portfolio in Q2 2026, its #709 holding.
  • Atria Investments first reported a position in Citizens Financial Group in Q2 2018 and has held it in 16 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.