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Concurrent Investment Advisors’s Citizens Financial Group CFG Stock Holding History

Concurrent Investment Advisors’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 		$669K Buy
9,547
+83
+0.9% +$5.35K 0.01% 1235
2026
Q1 		$568K Sell
9,464
-132
-1% -$8.11K 0.01% 1147
2025
Q4 		$560K Buy
9,596
+4,685
+95% +$252K 0.01% 1098
2025
Q3 		$261K Sell
4,911
-308
-6% -$15.3K ﹤0.01% 1215
2025
Q2 		$234K Buy
+5,219
New +$205K ﹤0.01% 1194

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's CFG Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Citizens Financial Group (CFG) stake by 0.88% in Q2 2026, buying an estimated $5.35K and bringing the position to 9,547 shares worth $669K. The position accounts for 0.01% of the portfolio, ranked #1235.

Concurrent Investment Advisors first reported a position in CFG in Q2 2025 and has held it in 5 quarters since. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Concurrent Investment Advisors held 9,547 shares of Citizens Financial Group worth $669K as of Q2 2026.
  • Concurrent Investment Advisors bought 83 Citizens Financial Group shares in Q2 2026, an estimated $5.35K.
  • Citizens Financial Group made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1235 holding.
  • Concurrent Investment Advisors first reported a position in Citizens Financial Group in Q2 2025 and has held it in 5 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.