CFG
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Clayton Financial Group’s Citizens Financial Group CFG Stock Holding History

Clayton Financial 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 		– Sell
-80
Closed -$4.8K – 149
2026
Q1 		$4.8K Hold
80
– – ﹤0.01% 323
2025
Q4 		$4.67K Buy
+80
New +$4.3K ﹤0.01% 314

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Clayton Financial Group's CFG Position: Q2 2026 in Review

Clayton Financial Group sold out of Citizens Financial Group (CFG) in Q2 2026, closing a stake of 80 shares — an estimated $4.8K sold.

Clayton Financial Group first reported a position in CFG in Q4 2025 and held it in 2 quarters. The position peaked at $4.8K in Q1 2026. 1,099 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Clayton Financial Group reported no remaining Citizens Financial Group position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 80 Citizens Financial Group shares in Q2 2026, an estimated $4.8K.
  • Clayton Financial Group first reported a position in Citizens Financial Group in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Citizens Financial Group position peaked at $4.8K in Q1 2026.
  • 1,099 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.