Belpointe Asset Management’s Citizens Financial Group CFG Stock Holding History

Belpointe Asset Management’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	$1.93M	Buy	27,569 +7,555	+38%	+$487K	0.06%	289
2026 Q1	$1.2M	Buy	20,014 +7,815	+64%	+$480K	0.04%	388
2025 Q4	$713K	Buy	12,199 +3,141	+35%	+$169K	0.03%	550
2025 Q3	$482K	Buy	+9,058	New	+$451K	0.02%	640
2025 Q1	–	Sell	-5,536	Closed	-$238K	–	930
2024 Q4	$238K	Buy	+5,536	New	+$245K	0.01%	738
2023 Q2	–	Sell	-4,614	Closed	-$140K	–	1034
2023 Q1	$140K	Sell	4,614 -755	-14%	-$29.6K	0.01%	1117
2022 Q4	$211K	Buy	5,369 +973	+22%	+$38K	0.01%	876
2022 Q3	$151K	Buy	+4,396	New	+$163K	0.01%	960
2022 Q2	–	Sell	-2,524	Closed	-$115K	–	1157
2022 Q1	$115K	Buy	+2,524	New	+$130K	0.01%	1154
2021 Q4	–	Sell	-2,392	Closed	-$112K	–	1206
2021 Q3	$112K	Buy	+2,392	New	+$105K	0.01%	1105

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Belpointe Asset Management's CFG Position: Q2 2026 in Review

Belpointe Asset Management increased its Citizens Financial Group (CFG) stake by 38% in Q2 2026, buying an estimated $487K and bringing the position to 27,569 shares worth $1.93M. The position accounts for 0.06% of the portfolio, ranked #289.

Belpointe Asset Management first reported a position in CFG in Q3 2021 and has held it in 10 quarters since. 1,099 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Belpointe Asset Management held 27,569 shares of Citizens Financial Group worth $1.93M as of Q2 2026.
Belpointe Asset Management bought 7,555 Citizens Financial Group shares in Q2 2026, an estimated $487K.
Citizens Financial Group made up 0.06% of Belpointe Asset Management's portfolio in Q2 2026, its #289 holding.
Belpointe Asset Management first reported a position in Citizens Financial Group in Q3 2021 and has held it in 10 quarters since.
1,099 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.