Center For Asset Management’s Citizens Financial Group CFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$968K Buy
13,812
+145
+1% +$9.35K 0.43% 63
2026
Q1
$820K Buy
13,667
+622
+5% +$38.2K 0.41% 63
2025
Q4
$762K Sell
13,045
-1,785
-12% -$95.9K 0.4% 65
2025
Q3
$788K Buy
+14,830
New +$738K 0.42% 53
2025
Q2
Sell
-15,533
Closed -$636K 126
2025
Q1
$636K Buy
+15,533
New +$693K 0.39% 56

Other funds holding CFG

Center For Asset Management's CFG Position: Q2 2026 in Review

Center For Asset Management increased its Citizens Financial Group (CFG) stake by 1.1% in Q2 2026, buying an estimated $9.35K and bringing the position to 13,812 shares worth $968K. The position accounts for 0.43% of the portfolio, ranked #63.

Center For Asset Management first reported a position in CFG in Q1 2025 and has held it in 5 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Center For Asset Management held 13,812 shares of Citizens Financial Group worth $968K as of Q2 2026.
  • Center For Asset Management bought 145 Citizens Financial Group shares in Q2 2026, an estimated $9.35K.
  • Citizens Financial Group made up 0.43% of Center For Asset Management's portfolio in Q2 2026, its #63 holding.
  • Center For Asset Management first reported a position in Citizens Financial Group in Q1 2025 and has held it in 5 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Center For Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.