CFG
ZEO

Citizens Financial Group’s Zeo Energy ZEO Stock Holding History

Citizens Financial Group’s Portfolio ZEO Stock Details ZEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$357K Hold
541,175
– – ﹤0.01% 781
2026
Q1 		$311K Buy
541,175
+175,000
+48% +$173K ﹤0.01% 679
2025
Q4 		$399K Buy
366,175
+100,000
+38% +$137K 0.01% 596
2025
Q3 		$359K Buy
+266,175
New +$537K ﹤0.01% 601

Other funds holding ZEO

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $8.31B AUM 37.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
SAMH
Shanda Asset Management Holdings Tortola,, British Virgin Islands $2.09B AUM 39.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Citizens Financial Group held its Zeo Energy (ZEO) position steady in Q2 2026 at 541,175 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Citizens Financial Group first reported a position in ZEO in Q3 2025 and has held it in 4 quarters since. The position peaked at $399K in Q4 2025. 30 funds tracked by Wall St. Rank hold ZEO as of Q2 2026.

  • Citizens Financial Group held 541,175 shares of Zeo Energy worth $357K as of Q2 2026.
  • Citizens Financial Group left its Zeo Energy share count unchanged in Q2 2026.
  • Zeo Energy made up ﹤0.01% of Citizens Financial Group's portfolio in Q2 2026, its #781 holding.
  • Citizens Financial Group first reported a position in Zeo Energy in Q3 2025 and has held it in 4 quarters since.
  • Citizens Financial Group's Zeo Energy position peaked at $399K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held Zeo Energy as of Q2 2026.

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