CFG
CALI

Citizens Financial Group’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Citizens Financial Group’s Portfolio CALI Stock Details CALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.5M Buy
286,382
+235,418
+462% +$11.9M 0.17% 106
2026
Q1 		$2.57M Sell
50,964
-19,585
-28% -$991K 0.04% 252
2025
Q4 		$3.56M Buy
70,549
+502
+0.7% +$25.4K 0.05% 215
2025
Q3 		$3.55M Sell
70,047
-1,752
-2% -$88.5K 0.05% 212
2025
Q2 		$3.62M Buy
71,799
+359
+0.5% +$18K 0.06% 195
2025
Q1 		$3.6M Sell
71,440
-481
-0.7% -$24.2K 0.07% 173
2024
Q4 		$3.61M Buy
71,921
+589
+0.8% +$29.6K 0.07% 174
2024
Q3 		$3.6M Buy
71,332
+1,169
+2% +$58.9K 0.07% 169
2024
Q2 		$3.52M Buy
70,163
+432
+0.6% +$21.7K 0.08% 159
2024
Q1 		$3.5M Buy
69,731
+1,698
+2% +$85.4K 0.12% 122
2023
Q4 		$3.42M Buy
+68,033
New +$3.4M 0.12% 132

Other funds holding CALI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return
DWM
DeLarme Wealth Management Palos Verdes Estates, California $172M AUM
NL
NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return
SM
Sweeney & Michel Chico, California $381M AUM 25.37% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Citizens Financial Group's CALI Position: Q2 2026 in Review

Citizens Financial Group increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 462% in Q2 2026, buying an estimated $11.9M and bringing the position to 286,382 shares worth $14.5M. The position accounts for 0.17% of the portfolio, ranked #106.

Citizens Financial Group first reported a position in CALI in Q4 2023 and has held it in 11 quarters since. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • Citizens Financial Group held 286,382 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $14.5M as of Q2 2026.
  • Citizens Financial Group bought 235,418 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $11.9M.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.17% of Citizens Financial Group's portfolio in Q2 2026, its #106 holding.
  • Citizens Financial Group first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q4 2023 and has held it in 11 quarters since.
  • 107 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.