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Covestor’s Citizens Financial Group CFG Stock Holding History

Covestor’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 		$42K Buy
588
+218
+59% +$14.1K 0.02% 879
2026
Q1 		$22K Sell
370
-109
-23% -$6.7K 0.02% 1066
2025
Q4 		$28K Sell
479
-180
-27% -$9.67K 0.01% 1126
2025
Q3 		$35K Sell
659
-2,638
-80% -$131K 0.02% 1059
2025
Q2 		$148K Buy
3,297
+1,733
+111% +$68.2K 0.09% 321
2025
Q1 		$64K Sell
1,564
-1,057
-40% -$47.2K 0.04% 731
2024
Q4 		$115K Sell
2,621
-200
-7% -$8.84K 0.07% 436
2024
Q3 		$116K Sell
2,821
-392
-12% -$15.8K 0.07% 438
2024
Q2 		$115K Sell
3,213
-1,204
-27% -$42K 0.07% 406
2024
Q1 		$160K Sell
4,417
-1,891
-30% -$62K 0.1% 251
2023
Q4 		$209K Sell
6,308
-605
-9% -$16.7K 0.14% 124
2023
Q3 		$185K Buy
6,913
+1,619
+31% +$46.3K 0.14% 135
2023
Q2 		$138K Buy
5,294
+2,517
+91% +$69.3K 0.11% 270
2023
Q1 		$84K Sell
2,777
-271
-9% -$10.6K 0.07% 470
2022
Q4 		$120K Sell
3,048
-27
-0.9% -$1.05K 0.1% 312
2022
Q3 		$106K Sell
3,075
-9
-0.3% -$333 0.09% 322
2022
Q2 		$110K Buy
3,084
+975
+46% +$38.5K 0.09% 361
2022
Q1 		$96K Buy
2,109
+812
+63% +$41.7K 0.06% 525
2021
Q4 		$61K Buy
+1,297
New +$62.5K 0.09% 417

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

Covestor's CFG Position: Q2 2026 in Review

Covestor increased its Citizens Financial Group (CFG) stake by 59% in Q2 2026, buying an estimated $14.1K and bringing the position to 588 shares worth $42K. The position accounts for 0.02% of the portfolio, ranked #879.

Covestor first reported a position in CFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $209K in Q4 2023. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Covestor held 588 shares of Citizens Financial Group worth $42K as of Q2 2026.
  • Covestor bought 218 Citizens Financial Group shares in Q2 2026, an estimated $14.1K.
  • Citizens Financial Group made up 0.02% of Covestor's portfolio in Q2 2026, its #879 holding.
  • Covestor first reported a position in Citizens Financial Group in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Citizens Financial Group position peaked at $209K in Q4 2023.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.