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Cape Investment Advisory’s Citizens Financial Group CFG Stock Holding History

Cape Investment Advisory’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 		$52.3K Buy
+746
New +$48.1K 0.01% 488
2026
Q1 		– Sell
-260
Closed -$15.2K – 366
2025
Q4 		$15.2K Buy
+260
New +$14K ﹤0.01% 666
2025
Q3 		– Sell
-16
Closed -$716 – 905
2025
Q2 		$716 Sell
16
-2
-11% -$79 ﹤0.01% 1063
2025
Q1 		$737 Hold
18
– – ﹤0.01% 1001
2024
Q4 		$788 Buy
+18
New +$796 ﹤0.01% 990

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

Cape Investment Advisory's CFG Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Citizens Financial Group (CFG) in Q2 2026: 746 shares worth $52.3K. The stake represents 0.01% of the portfolio and ranks #488 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in CFG as recently as Q4 2025.

Cape Investment Advisory first reported a position in CFG in Q4 2024 and has held it in 5 quarters since. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Cape Investment Advisory held 746 shares of Citizens Financial Group worth $52.3K as of Q2 2026.
  • Citizens Financial Group was a new Cape Investment Advisory position in Q2 2026.
  • Citizens Financial Group made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #488 holding.
  • Cape Investment Advisory first reported a position in Citizens Financial Group in Q4 2024 and has held it in 5 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.