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Certuity’s Citizens Financial Group CFG Stock Holding History

Certuity’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 		$743K Buy
10,603
+1,705
+19% +$110K 0.04% 230
2026
Q1 		$534K Buy
8,898
+2,739
+44% +$168K 0.04% 282
2025
Q4 		$360K Buy
6,159
+1,172
+24% +$63K 0.02% 358
2025
Q3 		$265K Buy
+4,987
New +$248K 0.02% 439

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

Certuity's CFG Position: Q2 2026 in Review

Certuity increased its Citizens Financial Group (CFG) stake by 19% in Q2 2026, buying an estimated $110K and bringing the position to 10,603 shares worth $743K. The position accounts for 0.04% of the portfolio, ranked #230.

Certuity first reported a position in CFG in Q3 2025 and has held it in 4 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Certuity held 10,603 shares of Citizens Financial Group worth $743K as of Q2 2026.
  • Certuity bought 1,705 Citizens Financial Group shares in Q2 2026, an estimated $110K.
  • Citizens Financial Group made up 0.04% of Certuity's portfolio in Q2 2026, its #230 holding.
  • Certuity first reported a position in Citizens Financial Group in Q3 2025 and has held it in 4 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.