BFG
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Bleakley Financial Group’s Citizens Financial Group CFG Stock Holding History

Bleakley Financial Group’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
27,546
+6,825
+33% +$440K 0.02% 477
2026
Q1 		$1.24M Buy
20,721
+2,786
+16% +$171K 0.02% 481
2025
Q4 		$1.05M Buy
17,935
+2,158
+14% +$116K 0.02% 470
2025
Q3 		$839K Buy
15,777
+2,506
+19% +$125K 0.02% 449
2025
Q2 		$594K Buy
13,271
+1,418
+12% +$55.8K 0.02% 466
2025
Q1 		$486K Buy
11,853
+429
+4% +$19.1K 0.02% 437
2024
Q4 		$500K Sell
11,424
-515
-4% -$22.8K 0.02% 622
2024
Q3 		$490K Buy
11,939
+668
+6% +$27K 0.01% 609
2024
Q2 		$406K Buy
11,271
+244
+2% +$8.51K 0.01% 672
2024
Q1 		$400K Buy
11,027
+385
+4% +$12.6K 0.01% 679
2023
Q4 		$353K Sell
10,642
-185
-2% -$5.09K 0.01% 689
2023
Q3 		$290K Sell
10,827
-1,299
-11% -$37.1K 0.01% 694
2023
Q2 		$316K Sell
12,126
-19,900
-62% -$548K 0.01% 705
2023
Q1 		$973K Buy
32,026
+4,412
+16% +$173K 0.03% 391
2022
Q4 		$1.09M Buy
+27,614
New +$1.08M 0.04% 361

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

Bleakley Financial Group's CFG Position: Q2 2026 in Review

Bleakley Financial Group increased its Citizens Financial Group (CFG) stake by 33% in Q2 2026, buying an estimated $440K and bringing the position to 27,546 shares worth $1.93M. The position accounts for 0.02% of the portfolio, ranked #477.

Bleakley Financial Group first reported a position in CFG in Q4 2022 and has held it in 15 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Bleakley Financial Group held 27,546 shares of Citizens Financial Group worth $1.93M as of Q2 2026.
  • Bleakley Financial Group bought 6,825 Citizens Financial Group shares in Q2 2026, an estimated $440K.
  • Citizens Financial Group made up 0.02% of Bleakley Financial Group's portfolio in Q2 2026, its #477 holding.
  • Bleakley Financial Group first reported a position in Citizens Financial Group in Q4 2022 and has held it in 15 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.