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Capital Performance Advisors’s Citizens Financial Group CFG Stock Holding History

Capital Performance Advisors’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 		– Sell
-4,465
Closed -$268K – 343
2026
Q1 		$268K Buy
4,465
+764
+21% +$47K 0.02% 356
2025
Q4 		$216K Buy
+3,701
New +$199K 0.02% 402
2025
Q2 		– Sell
-6,304
Closed -$258K – 280
2025
Q1 		$258K Buy
6,304
+211
+3% +$9.41K 0.06% 184
2024
Q4 		$267K Buy
6,093
+1,418
+30% +$62.7K 0.09% 106
2024
Q3 		$192K Buy
+4,675
New +$189K 0.06% 113

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

Capital Performance Advisors's CFG Position: Q2 2026 in Review

Capital Performance Advisors sold out of Citizens Financial Group (CFG) in Q2 2026, closing a stake of 4,465 shares — an estimated $268K sold.

Capital Performance Advisors first reported a position in CFG in Q3 2024 and held it in 5 quarters. The position peaked at $268K in Q1 2026. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Capital Performance Advisors reported no remaining Citizens Financial Group position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 4,465 Citizens Financial Group shares in Q2 2026, an estimated $268K.
  • Capital Performance Advisors first reported a position in Citizens Financial Group in Q3 2024 and held it in 5 quarters.
  • Capital Performance Advisors's Citizens Financial Group position peaked at $268K in Q1 2026.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.