CFG
SF

Citizens Financial Group’s Stifel SF Stock Holding History

Citizens Financial Group’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$238K Sell
3,406
-1,781
-34% -$133K ﹤0.01% 935
2026
Q1 		$383K Buy
+5,187
New +$412K 0.01% 610
2020
Q1 		– Sell
-304
Closed -$8K – 1213
2019
Q4 		$8K Hold
304
– – ﹤0.01% 794
2019
Q3 		$8K Hold
304
– – ﹤0.01% 607
2019
Q2 		$8K Buy
+304
New +$7.74K ﹤0.01% 597

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Citizens Financial Group reduced its Stifel (SF) stake by 34% in Q2 2026, selling an estimated $133K and leaving 3,406 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Citizens Financial Group first reported a position in SF in Q2 2019 and has held it in 5 quarters since. The position peaked at $383K in Q1 2026. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Citizens Financial Group held 3,406 shares of Stifel worth $238K as of Q2 2026.
  • Citizens Financial Group sold 1,781 Stifel shares in Q2 2026, an estimated $133K.
  • Stifel made up ﹤0.01% of Citizens Financial Group's portfolio in Q2 2026, its #935 holding.
  • Citizens Financial Group first reported a position in Stifel in Q2 2019 and has held it in 5 quarters since.
  • Citizens Financial Group's Stifel position peaked at $383K in Q1 2026.
  • 594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

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