CRA Financial Services’s Citizens Financial Group CFG Stock Holding History

CRA Financial Services’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	$285K	Sell	4,474 -31	-0.7%	-$2.18K	0.03%	261
2026 Q2	$316K	Buy	4,505 +32	+0.7%	+$2.06K	0.04%	250
2026 Q1	$268K	Sell	4,473 -4	-0.1%	-$246	0.03%	255
2025 Q4	$262K	Buy	4,477 +195	+5%	+$10.5K	0.03%	254
2025 Q3	$228K	Buy	+4,282	New	+$213K	0.03%	275
2023 Q2	–	Sell	-7,040	Closed	-$214K	–	211
2023 Q1	$214K	Buy	7,040 +100	+1%	+$3.92K	0.06%	188
2022 Q4	$273K	Sell	6,940 -50	-0.7%	-$1.95K	0.09%	158
2022 Q3	$240K	Buy	6,990 +650	+10%	+$24K	0.09%	161
2022 Q2	$226K	Buy	6,340 +1,750	+38%	+$69.1K	0.08%	174
2022 Q1	$208K	Buy	4,590 +200	+5%	+$10.3K	0.06%	198
2021 Q4	$207K	Buy	+4,390	New	+$211K	0.06%	195

Other funds holding CFG

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

CRA Financial Services's CFG Position: Q3 2026 in Review

CRA Financial Services reduced its Citizens Financial Group (CFG) stake by 0.69% in Q3 2026, selling an estimated $2.18K and leaving 4,474 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #261.

CRA Financial Services first reported a position in CFG in Q4 2021 and has held it in 11 quarters since. The position peaked at $316K in Q2 2026. 786 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

CRA Financial Services held 4,474 shares of Citizens Financial Group worth $285K as of Q3 2026.
CRA Financial Services sold 31 Citizens Financial Group shares in Q3 2026, an estimated $2.18K.
Citizens Financial Group made up 0.03% of CRA Financial Services's portfolio in Q3 2026, its #261 holding.
CRA Financial Services first reported a position in Citizens Financial Group in Q4 2021 and has held it in 11 quarters since.
CRA Financial Services's Citizens Financial Group position peaked at $316K in Q2 2026.
786 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.