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

Boyar 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 		$210K Buy
+2,992
New +$193K 0.12% 74
2026
Q1 		– Sell
-4,650
Closed -$272K – 79
2025
Q4 		$272K Sell
4,650
-113
-2% -$6.07K 0.17% 68
2025
Q3 		$253K Sell
4,763
-398
-8% -$19.8K 0.16% 71
2025
Q2 		$231K Buy
+5,161
New +$203K 0.15% 72

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

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

Boyar Asset Management opened a new position in Citizens Financial Group (CFG) in Q2 2026: 2,992 shares worth $210K. The stake represents 0.12% of the portfolio and ranks #74 among its holdings. This is a return to the name: Boyar Asset Management previously reported a position in CFG as recently as Q4 2025.

Boyar Asset Management first reported a position in CFG in Q2 2025 and has held it in 4 quarters since. The position peaked at $272K in Q4 2025. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Boyar Asset Management held 2,992 shares of Citizens Financial Group worth $210K as of Q2 2026.
  • Citizens Financial Group was a new Boyar Asset Management position in Q2 2026.
  • Citizens Financial Group made up 0.12% of Boyar Asset Management's portfolio in Q2 2026, its #74 holding.
  • Boyar Asset Management first reported a position in Citizens Financial Group in Q2 2025 and has held it in 4 quarters since.
  • Boyar Asset Management's Citizens Financial Group position peaked at $272K in Q4 2025.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Boyar Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.