Cerity Partners
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Cerity Partners’s Citizens Financial Group CFG Stock Holding History

Cerity 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 		$26.5M Sell
377,806
-4,719
-1% -$304K 0.03% 400
2026
Q1 		$22.9M Buy
382,525
+39,832
+12% +$2.45M 0.03% 405
2025
Q4 		$20M Buy
342,693
+144,891
+73% +$7.78M 0.03% 418
2025
Q3 		$10.5M Sell
197,802
-133,300
-40% -$6.64M 0.02% 562
2025
Q2 		$14.8M Buy
331,102
+144,627
+78% +$5.69M 0.03% 423
2025
Q1 		$7.64M Sell
186,475
-193,260
-51% -$8.62M 0.02% 587
2024
Q4 		$16.5M Buy
379,735
+6,236
+2% +$276K 0.04% 359
2024
Q3 		$15.3M Buy
373,499
+67,241
+22% +$2.72M 0.03% 380
2024
Q2 		$11M Buy
306,258
+1,765
+0.6% +$61.5K 0.03% 387
2024
Q1 		$11.1M Buy
304,493
+37,421
+14% +$1.23M 0.03% 432
2023
Q4 		$8.85M Sell
267,072
-4,561
-2% -$126K 0.03% 396
2023
Q3 		$7.28M Buy
271,633
+11,612
+4% +$332K 0.04% 349
2023
Q2 		$6.78M Buy
260,021
+244,723
+1,600% +$6.74M 0.03% 438
2023
Q1 		$2.51M Buy
15,298
+1,092
+8% +$42.8K 0.01% 650
2022
Q4 		$559K Sell
14,206
-9,176
-39% -$358K ﹤0.01% 895
2022
Q3 		$804K Buy
23,382
+460
+2% +$17K 0.01% 564
2022
Q2 		$818K Buy
22,922
+3,113
+16% +$123K 0.01% 601
2022
Q1 		$897K Buy
19,809
+11,463
+137% +$589K 0.01% 468
2021
Q4 		$393K Buy
8,346
+1,587
+23% +$76.4K 0.01% 682
2021
Q3 		$318K Buy
6,759
+108
+2% +$4.74K 0.01% 551
2021
Q2 		$305K Sell
6,651
-91
-1% -$4.29K 0.01% 572
2021
Q1 		$298K Sell
6,742
-174
-3% -$7.24K 0.01% 558
2020
Q4 		$247K Buy
+6,916
New +$217K 0.01% 558
2020
Q1 		– Sell
-5,163
Closed -$210K – 447
2019
Q4 		$210K Buy
+5,163
New +$193K 0.01% 495
2018
Q2 		– Sell
-6,066
Closed -$255K – 540
2018
Q1 		$255K Buy
6,066
+1,267
+26% +$56.9K 0.02% 468
2017
Q4 		$201K Buy
+4,799
New +$188K 0.01% 535

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

Cerity Partners's CFG Position: Q2 2026 in Review

Cerity Partners reduced its Citizens Financial Group (CFG) stake by 1.2% in Q2 2026, selling an estimated $304K and leaving 377,806 shares worth $26.5M. The position accounts for 0.03% of the portfolio, ranked #400.

Cerity Partners first reported a position in CFG in Q4 2017 and has held it in 26 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Cerity Partners held 377,806 shares of Citizens Financial Group worth $26.5M as of Q2 2026.
  • Cerity Partners sold 4,719 Citizens Financial Group shares in Q2 2026, an estimated $304K.
  • Citizens Financial Group made up 0.03% of Cerity Partners's portfolio in Q2 2026, its #400 holding.
  • Cerity Partners first reported a position in Citizens Financial Group in Q4 2017 and has held it in 26 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.