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Ballast Inc’s Citizens Financial Group CFG Stock Holding History

Ballast Inc’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 		$322K Buy
+4,600
New +$297K 0.06% 128

Other funds holding CFG

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Ballast Inc's CFG Position: Q2 2026 in Review

Ballast Inc opened a new position in Citizens Financial Group (CFG) in Q2 2026: 4,600 shares worth $322K. The stake represents 0.06% of the portfolio and ranks #128 among its holdings.

135 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Ballast Inc held 4,600 shares of Citizens Financial Group worth $322K as of Q2 2026.
  • Citizens Financial Group was a new Ballast Inc position in Q2 2026.
  • Citizens Financial Group made up 0.06% of Ballast Inc's portfolio in Q2 2026, its #128 holding.
  • 135 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Ballast Inc's 13F filing for Q2 2026, filed 10 Jul 2026.