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Brighton Jones LLC’s Citizens Financial Group CFG Stock Holding History

Brighton Jones 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 		$2.48M Sell
35,456
-377
-1% -$24.3K 0.05% 253
2026
Q1 		$2.15M Buy
+35,833
New +$2.2M 0.05% 252
2025
Q4 		– Sell
-17,663
Closed -$939K – 196
2025
Q3 		$939K Buy
17,663
+3,771
+27% +$188K 0.02% 415
2025
Q2 		$622K Buy
13,892
+8,692
+167% +$342K 0.02% 463
2025
Q1 		$213K Buy
+5,200
New +$232K 0.01% 638

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

Brighton Jones LLC's CFG Position: Q2 2026 in Review

Brighton Jones LLC reduced its Citizens Financial Group (CFG) stake by 1.1% in Q2 2026, selling an estimated $24.3K and leaving 35,456 shares worth $2.48M. The position accounts for 0.05% of the portfolio, ranked #253.

Brighton Jones LLC first reported a position in CFG in Q1 2025 and has held it in 5 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Brighton Jones LLC held 35,456 shares of Citizens Financial Group worth $2.48M as of Q2 2026.
  • Brighton Jones LLC sold 377 Citizens Financial Group shares in Q2 2026, an estimated $24.3K.
  • Citizens Financial Group made up 0.05% of Brighton Jones LLC's portfolio in Q2 2026, its #253 holding.
  • Brighton Jones LLC first reported a position in Citizens Financial Group in Q1 2025 and has held it in 5 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.