CFG
IBKR icon

Citizens Financial Group’s Interactive Brokers IBKR Stock Holding History

Citizens Financial Group’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$518K Buy
5,953
+2,159
+57% +$180K 0.01% 643
2026
Q1 		$254K Sell
3,794
-2,403
-39% -$172K ﹤0.01% 741
2025
Q4 		$399K Buy
6,197
+2,361
+62% +$158K 0.01% 597
2025
Q3 		$264K Buy
+3,836
New +$241K ﹤0.01% 686

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Citizens Financial Group increased its Interactive Brokers (IBKR) stake by 57% in Q2 2026, buying an estimated $180K and bringing the position to 5,953 shares worth $518K. The position accounts for 0.01% of the portfolio, ranked #643.

Citizens Financial Group first reported a position in IBKR in Q3 2025 and has held it in 4 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Citizens Financial Group held 5,953 shares of Interactive Brokers worth $518K as of Q2 2026.
  • Citizens Financial Group bought 2,159 Interactive Brokers shares in Q2 2026, an estimated $180K.
  • Interactive Brokers made up 0.01% of Citizens Financial Group's portfolio in Q2 2026, its #643 holding.
  • Citizens Financial Group first reported a position in Interactive Brokers in Q3 2025 and has held it in 4 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

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