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BFSG LLC’s Citizens Financial Group CFG Stock Holding History

BFSG LLC’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 		$24.5K Hold
350
– – ﹤0.01% 491
2026
Q1 		$21K Hold
350
– – ﹤0.01% 489
2025
Q4 		$20.4K Hold
350
– – ﹤0.01% 480
2025
Q3 		$18.6K Hold
350
– – ﹤0.01% 485
2025
Q2 		$15.7K Hold
350
– – ﹤0.01% 474
2025
Q1 		$14.3K Hold
350
– – ﹤0.01% 469
2024
Q4 		$15.3K Hold
350
– – ﹤0.01% 467
2024
Q3 		$14.4K Hold
350
– – ﹤0.01% 469
2024
Q2 		$12.6K Hold
350
– – ﹤0.01% 456
2024
Q1 		$12.7K Hold
350
– – ﹤0.01% 475
2023
Q4 		$11.6K Buy
+350
New +$9.63K ﹤0.01% 449

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

BFSG LLC's CFG Position: Q2 2026 in Review

BFSG LLC held its Citizens Financial Group (CFG) position steady in Q2 2026 at 350 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

BFSG LLC first reported a position in CFG in Q4 2023 and has held it in 11 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • BFSG LLC held 350 shares of Citizens Financial Group worth $24.5K as of Q2 2026.
  • BFSG LLC left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #491 holding.
  • BFSG LLC first reported a position in Citizens Financial Group in Q4 2023 and has held it in 11 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.