Brookstone Capital Management’s Citizens Financial Group CFG Stock Holding History

Brookstone Capital 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	$518K	Buy	7,399 +683	+10%	+$44K	0.01%	926
2026 Q1	$403K	Sell	6,716 -105	-2%	-$6.45K	﹤0.01%	943
2025 Q4	$398K	Sell	6,821 -617	-8%	-$33.1K	﹤0.01%	906
2025 Q3	$395K	Sell	7,438 -59	-0.8%	-$2.94K	﹤0.01%	884
2025 Q2	$336K	Buy	7,497 +214	+3%	+$8.42K	﹤0.01%	855
2025 Q1	$298K	Sell	7,283 -67	-0.9%	-$2.99K	﹤0.01%	854
2024 Q4	$322K	Buy	7,350 +1,619	+28%	+$71.6K	﹤0.01%	808
2024 Q3	$235K	Sell	5,731 -1,739	-23%	-$70.3K	﹤0.01%	913
2024 Q2	$306K	Buy	7,470 +95	+1%	+$3.31K	0.01%	784
2024 Q1	$268K	Buy	7,375 +96	+1%	+$3.15K	﹤0.01%	797
2023 Q4	$241K	Buy	+7,279	New	+$200K	﹤0.01%	774

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Brookstone Capital Management's CFG Position: Q2 2026 in Review

Brookstone Capital Management increased its Citizens Financial Group (CFG) stake by 10% in Q2 2026, buying an estimated $44K and bringing the position to 7,399 shares worth $518K. The position accounts for 0.01% of the portfolio, ranked #926.

Brookstone Capital Management first reported a position in CFG in Q4 2023 and has held it in 11 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Brookstone Capital Management held 7,399 shares of Citizens Financial Group worth $518K as of Q2 2026.
Brookstone Capital Management bought 683 Citizens Financial Group shares in Q2 2026, an estimated $44K.
Citizens Financial Group made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #926 holding.
Brookstone Capital Management first reported a position in Citizens Financial Group in Q4 2023 and has held it in 11 quarters since.
1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.