CFSG
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Community Financial Services Group’s Citizens Financial Group CFG Stock Holding History

Community Financial Services 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
Q3 		$19.1K Buy
300
+100
+50% +$7.04K ﹤0.01% 320
2026
Q2 		$14.4K Hold
200
– – ﹤0.01% 341
2026
Q1 		$12.1K Buy
+200
New +$12.3K ﹤0.01% 306

Other funds holding CFG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Community Financial Services Group's CFG Position: Q3 2026 in Review

Community Financial Services Group increased its Citizens Financial Group (CFG) stake by 50% in Q3 2026, buying an estimated $7.04K and bringing the position to 300 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Community Financial Services Group first reported a position in CFG in Q1 2026 and has held it in 3 quarters since. 917 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Community Financial Services Group held 300 shares of Citizens Financial Group worth $19.1K as of Q3 2026.
  • Community Financial Services Group bought 100 Citizens Financial Group shares in Q3 2026, an estimated $7.04K.
  • Citizens Financial Group made up ﹤0.01% of Community Financial Services Group's portfolio in Q3 2026, its #320 holding.
  • Community Financial Services Group first reported a position in Citizens Financial Group in Q1 2026 and has held it in 3 quarters since.
  • 917 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Community Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.