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CoreCap Advisors’s Citizens Financial Group CFG Stock Holding History

CoreCap 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 		$50.6K Buy
721
+66
+10% +$4.26K ﹤0.01% 1404
2026
Q1 		$39.3K Buy
655
+179
+38% +$11K ﹤0.01% 1409
2025
Q4 		$27.8K Sell
476
-81
-15% -$4.35K ﹤0.01% 1555
2025
Q3 		$29.6K Sell
557
-44
-7% -$2.19K ﹤0.01% 1527
2025
Q2 		$26.9K Sell
601
-112
-16% -$4.41K ﹤0.01% 1500
2025
Q1 		$29.2K Sell
713
-214
-23% -$9.55K ﹤0.01% 1387
2024
Q4 		$40.6K Sell
927
-14,739
-94% -$652K ﹤0.01% 1278
2024
Q3 		$643K Buy
+15,666
New +$633K 0.03% 413
2024
Q2 		– Sell
-75
Closed -$2.74K – 1767
2024
Q1 		$2.74K Buy
+75
New +$2.46K ﹤0.01% 2057
2022
Q4 		$122K Buy
+3,105
New +$121K 0.01% 662
2022
Q3 		– Sell
-3,827
Closed -$137K – 779
2022
Q2 		$137K Sell
3,827
-1,733
-31% -$68.4K 0.01% 599
2022
Q1 		$252K Buy
5,560
+522
+10% +$26.8K 0.02% 447
2021
Q4 		$238K Buy
+5,038
New +$243K 0.02% 496

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

CoreCap Advisors's CFG Position: Q2 2026 in Review

CoreCap Advisors increased its Citizens Financial Group (CFG) stake by 10% in Q2 2026, buying an estimated $4.26K and bringing the position to 721 shares worth $50.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

CoreCap Advisors first reported a position in CFG in Q4 2021 and has held it in 13 quarters since. The position peaked at $643K in Q3 2024. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • CoreCap Advisors held 721 shares of Citizens Financial Group worth $50.6K as of Q2 2026.
  • CoreCap Advisors bought 66 Citizens Financial Group shares in Q2 2026, an estimated $4.26K.
  • Citizens Financial Group made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1404 holding.
  • CoreCap Advisors first reported a position in Citizens Financial Group in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's Citizens Financial Group position peaked at $643K in Q3 2024.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.