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Bruce G. Allen Investments’s Citizens Financial Group CFG Stock Holding History

Bruce G. Allen Investments’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 		$33.4K Sell
476
-322
-40% -$20.8K 0.02% 335
2026
Q1 		$47.9K Sell
798
-115
-13% -$7.07K 0.03% 263
2025
Q4 		$53.3K Sell
913
-305
-25% -$16.4K 0.04% 243
2025
Q3 		$64.7K Buy
1,218
+742
+156% +$36.9K 0.05% 229
2025
Q2 		$21.3K Buy
476
+246
+107% +$9.68K 0.02% 385
2025
Q1 		$9.42K Sell
230
-12
-5% -$535 0.01% 469
2024
Q4 		$10.6K Hold
242
– – 0.01% 463
2024
Q3 		$9.94K Hold
242
– – 0.01% 479
2024
Q2 		$8.72K Buy
242
+25
+12% +$872 0.01% 484
2024
Q1 		$7.88K Sell
217
-66
-23% -$2.17K 0.01% 512
2023
Q4 		$9.38K Buy
+283
New +$7.79K 0.01% 485

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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's CFG Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Citizens Financial Group (CFG) stake by 40% in Q2 2026, selling an estimated $20.8K and leaving 476 shares worth $33.4K. The position accounts for 0.02% of the portfolio, ranked #335.

Bruce G. Allen Investments first reported a position in CFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $64.7K in Q3 2025. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Bruce G. Allen Investments held 476 shares of Citizens Financial Group worth $33.4K as of Q2 2026.
  • Bruce G. Allen Investments sold 322 Citizens Financial Group shares in Q2 2026, an estimated $20.8K.
  • Citizens Financial Group made up 0.02% of Bruce G. Allen Investments's portfolio in Q2 2026, its #335 holding.
  • Bruce G. Allen Investments first reported a position in Citizens Financial Group in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Citizens Financial Group position peaked at $64.7K in Q3 2025.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.