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Cambria Investment Management’s Citizens Financial Group CFG Stock Holding History

Cambria Investment 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 		$10.5M Sell
149,397
-16,939
-10% -$1.09M 0.52% 28
2026
Q1 		$9.98M Buy
166,336
+6,650
+4% +$409K 0.56% 39
2025
Q4 		$9.33M Sell
159,686
-29,622
-16% -$1.59M 0.54% 26
2025
Q3 		$10.1M Buy
189,308
+176,431
+1,370% +$8.78M 0.61% 45
2025
Q2 		$576K Sell
12,877
-4,913
-28% -$193K 0.04% 227
2025
Q1 		$729K Buy
17,790
+387
+2% +$17.3K 0.05% 152
2024
Q4 		$762K Buy
17,403
+3,845
+28% +$170K 0.05% 164
2024
Q3 		$557K Buy
13,558
+2,717
+25% +$110K 0.03% 171
2024
Q2 		$391K Buy
+10,841
New +$378K 0.02% 223
2022
Q3 		– Sell
-109,530
Closed -$3.91M – 255
2022
Q2 		$3.91M Buy
+109,530
New +$4.32M 0.51% 95
2022
Q1 		– Sell
-59,940
Closed -$2.83M – 283
2021
Q4 		$2.83M Buy
59,940
+6,105
+11% +$294K 0.48% 102
2021
Q3 		$2.53M Sell
53,835
-2,220
-4% -$97.5K 0.46% 104
2021
Q2 		$2.57M Buy
56,055
+7,770
+16% +$367K 0.44% 110
2021
Q1 		$2.13M Buy
48,285
+29,599
+158% +$1.23M 0.42% 124
2020
Q4 		$668K Sell
18,686
-1,010
-5% -$31.7K 0.23% 122
2020
Q3 		$498K Buy
19,696
+505
+3% +$12.8K 0.18% 122
2020
Q2 		$484K Sell
19,191
-4,040
-17% -$91.7K 0.18% 121
2020
Q1 		$437K Sell
23,231
-5,555
-19% -$181K 0.16% 124
2019
Q4 		$1.17M Sell
28,786
-655
-2% -$24.5K 0.31% 85
2019
Q3 		$1.04M Sell
29,441
-2,679
-8% -$93.5K 0.16% 139
2019
Q2 		$1.14M Sell
32,120
-1,088
-3% -$37.9K 0.17% 130
2019
Q1 		$1.08M Sell
33,208
-1,632
-5% -$56.6K 0.17% 143
2018
Q4 		$1.04M Sell
34,840
-3,264
-9% -$114K 0.18% 140
2018
Q3 		$1.47M Buy
38,104
+544
+1% +$21.9K 0.22% 130
2018
Q2 		$1.46M Buy
37,560
+29,423
+362% +$1.23M 0.22% 125
2018
Q1 		$342K Buy
+8,137
New +$365K 0.05% 212

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

Cambria Investment Management's CFG Position: Q2 2026 in Review

Cambria Investment Management reduced its Citizens Financial Group (CFG) stake by 10% in Q2 2026, selling an estimated $1.09M and leaving 149,397 shares worth $10.5M. The position accounts for 0.52% of the portfolio, ranked #28.

Cambria Investment Management first reported a position in CFG in Q1 2018 and has held it in 26 quarters since. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Cambria Investment Management held 149,397 shares of Citizens Financial Group worth $10.5M as of Q2 2026.
  • Cambria Investment Management sold 16,939 Citizens Financial Group shares in Q2 2026, an estimated $1.09M.
  • Citizens Financial Group made up 0.52% of Cambria Investment Management's portfolio in Q2 2026, its #28 holding.
  • Cambria Investment Management first reported a position in Citizens Financial Group in Q1 2018 and has held it in 26 quarters since.
  • 1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

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