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Cary Street Partners’s Citizens Financial Group CFG Stock Holding History

Cary Street Partners’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 		$7.28M Sell
103,967
-1,354
-1% -$87.3K 0.16% 144
2026
Q1 		$6.32M Sell
105,321
-4,403
-4% -$271K 0.16% 144
2025
Q4 		$6.41M Sell
109,724
-2,891
-3% -$155K 0.16% 144
2025
Q3 		$5.99M Sell
112,615
-2,088
-2% -$104K 0.16% 147
2025
Q2 		$5.13M Sell
114,703
-2,327
-2% -$91.6K 0.14% 162
2025
Q1 		$4.79M Sell
117,030
-1,544
-1% -$68.9K 0.15% 153
2024
Q4 		$5.19M Buy
+118,574
New +$5.24M 0.17% 132

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

Cary Street Partners's CFG Position: Q2 2026 in Review

Cary Street Partners reduced its Citizens Financial Group (CFG) stake by 1.3% in Q2 2026, selling an estimated $87.3K and leaving 103,967 shares worth $7.28M. The position accounts for 0.16% of the portfolio, ranked #144.

Cary Street Partners first reported a position in CFG in Q4 2024 and has held it in 7 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Cary Street Partners held 103,967 shares of Citizens Financial Group worth $7.28M as of Q2 2026.
  • Cary Street Partners sold 1,354 Citizens Financial Group shares in Q2 2026, an estimated $87.3K.
  • Citizens Financial Group made up 0.16% of Cary Street Partners's portfolio in Q2 2026, its #144 holding.
  • Cary Street Partners first reported a position in Citizens Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.