BEI
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Benjamin Edwards Inc’s Citizens Financial Group CFG Stock Holding History

Benjamin Edwards 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 		– Sell
-18,316
Closed -$1.1M – 1435
2026
Q1 		$1.1M Buy
18,316
+718
+4% +$44.1K 0.01% 726
2025
Q4 		$1.03M Buy
17,598
+2,492
+16% +$134K 0.01% 702
2025
Q3 		$803K Buy
+15,106
New +$752K 0.01% 771
2025
Q2 		– Sell
-9,858
Closed -$404K – 1158
2025
Q1 		$404K Buy
9,858
+737
+8% +$32.9K 0.01% 851
2024
Q4 		$399K Buy
+9,121
New +$403K 0.01% 896
2024
Q3 		– Sell
-918
Closed -$33K – 1099
2024
Q2 		$33K Sell
918
-5
-0.5% -$174 0.01% 539
2024
Q1 		$34K Sell
923
-1,726
-65% -$56.6K 0.01% 519
2023
Q4 		$88K Sell
2,649
-97
-4% -$2.67K 0.02% 431
2023
Q3 		$74K Sell
2,746
-141
-5% -$4.03K 0.02% 419
2023
Q2 		$75K Buy
2,887
+8
+0.3% +$220 0.02% 422
2023
Q1 		$87K Buy
+2,879
New +$113K 0.02% 380
2022
Q1 		– Sell
-95
Closed -$4K – 700
2021
Q4 		$4K Hold
95
– – ﹤0.01% 648
2021
Q3 		$4K Sell
95
-4,205
-98% -$185K ﹤0.01% 488
2021
Q2 		$197K Buy
+4,300
New +$203K 0.14% 168
2020
Q3 		– Sell
-47
Closed -$1K – 356
2020
Q2 		$1K Sell
47
-459
-91% -$10.4K ﹤0.01% 362
2020
Q1 		$10K Buy
506
+40
+9% +$1.3K 0.01% 281
2019
Q4 		$19K Buy
+466
New +$17.4K 0.04% 176

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

Benjamin Edwards Inc's CFG Position: Q2 2026 in Review

Benjamin Edwards Inc sold out of Citizens Financial Group (CFG) in Q2 2026, closing a stake of 18,316 shares — an estimated $1.1M sold.

Benjamin Edwards Inc first reported a position in CFG in Q4 2019 and held it in 17 quarters. The position peaked at $1.1M in Q1 2026. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Benjamin Edwards Inc reported no remaining Citizens Financial Group position as of Q2 2026 after selling out during the quarter.
  • Benjamin Edwards Inc sold 18,316 Citizens Financial Group shares in Q2 2026, an estimated $1.1M.
  • Benjamin Edwards Inc first reported a position in Citizens Financial Group in Q4 2019 and held it in 17 quarters.
  • Benjamin Edwards Inc's Citizens Financial Group position peaked at $1.1M in Q1 2026.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.