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Bayforest Capital’s Citizens Financial Group CFG Stock Holding History

Bayforest Capital’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 		$396K Buy
+5,647
New +$364K 0.37% 17
2026
Q1 		– Sell
-102
Closed -$5.96K – 918
2025
Q4 		$5.96K Buy
+102
New +$5.48K ﹤0.01% 709

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

Bayforest Capital's CFG Position: Q2 2026 in Review

Bayforest Capital opened a new position in Citizens Financial Group (CFG) in Q2 2026: 5,647 shares worth $396K. The stake represents 0.37% of the portfolio and ranks #17 among its holdings. This is a return to the name: Bayforest Capital previously reported a position in CFG as recently as Q4 2025.

Bayforest Capital first reported a position in CFG in Q4 2025 and has held it in 2 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Bayforest Capital held 5,647 shares of Citizens Financial Group worth $396K as of Q2 2026.
  • Citizens Financial Group was a new Bayforest Capital position in Q2 2026.
  • Citizens Financial Group made up 0.37% of Bayforest Capital's portfolio in Q2 2026, its #17 holding.
  • Bayforest Capital first reported a position in Citizens Financial Group in Q4 2025 and has held it in 2 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.