Chicago Partners Investment Group’s Citizens Financial Group CFG Stock Holding History

Chicago Partners Investment Group’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	$2M	Buy	27,861 +1,287	+5%	+$83K	0.04%	362
2026 Q1	$1.73M	Buy	26,574 +6,165	+30%	+$379K	0.04%	370
2025 Q4	$1.28M	Buy	20,409 +6,242	+44%	+$335K	0.03%	397
2025 Q3	$727K	Buy	14,167 +4,814	+51%	+$240K	0.02%	527
2025 Q2	$467K	Buy	+9,353	New	+$368K	0.01%	631
2025 Q1	–	Sell	-10,545	Closed	-$472K	–	943
2024 Q4	$472K	Buy	10,545 +3,911	+59%	+$173K	0.02%	521
2024 Q3	$275K	Buy	+6,634	New	+$268K	0.01%	646

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Chicago Partners Investment Group's CFG Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Citizens Financial Group (CFG) stake by 4.8% in Q2 2026, buying an estimated $83K and bringing the position to 27,861 shares worth $2M. The position accounts for 0.04% of the portfolio, ranked #362.

Chicago Partners Investment Group first reported a position in CFG in Q3 2024 and has held it in 7 quarters since. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Chicago Partners Investment Group held 27,861 shares of Citizens Financial Group worth $2M as of Q2 2026.
Chicago Partners Investment Group bought 1,287 Citizens Financial Group shares in Q2 2026, an estimated $83K.
Citizens Financial Group made up 0.04% of Chicago Partners Investment Group's portfolio in Q2 2026, its #362 holding.
Chicago Partners Investment Group first reported a position in Citizens Financial Group in Q3 2024 and has held it in 7 quarters since.
1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.