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Bare Financial Services’s Citizens Financial Group CFG Stock Holding History

Bare Financial Services’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 		$771 Hold
11
– – ﹤0.01% 1492
2026
Q1 		$660 Hold
11
– – ﹤0.01% 1403
2025
Q4 		$643 Sell
11
-22
-67% -$1.18K ﹤0.01% 1275
2025
Q3 		$1.75K Buy
33
+22
+200% +$1.09K ﹤0.01% 846
2025
Q2 		$492 Sell
11
-14
-56% -$551 ﹤0.01% 1135
2025
Q1 		$1.02K Buy
+25
New +$1.11K ﹤0.01% 535

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

Bare Financial Services's CFG Position: Q2 2026 in Review

Bare Financial Services held its Citizens Financial Group (CFG) position steady in Q2 2026 at 11 shares worth $771. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

Bare Financial Services first reported a position in CFG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.75K in Q3 2025. 1,097 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Bare Financial Services held 11 shares of Citizens Financial Group worth $771 as of Q2 2026.
  • Bare Financial Services left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1492 holding.
  • Bare Financial Services first reported a position in Citizens Financial Group in Q1 2025 and has held it in 6 quarters since.
  • Bare Financial Services's Citizens Financial Group position peaked at $1.75K in Q3 2025.
  • 1,097 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.