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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

CRA Financial Services's CFG Position: Q1 2026 in Review

CRA Financial Services reduced its Citizens Financial Group (CFG) stake by 0.09% in Q1 2026, selling an estimated $246 and leaving 4,473 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #255.

CRA Financial Services first reported a position in CFG in Q4 2021 and has held it in 9 quarters since. The position peaked at $273K in Q4 2022. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

CRA Financial Services held 4,473 shares of Citizens Financial Group worth $268K as of Q1 2026.
CRA Financial Services sold 4 Citizens Financial Group shares in Q1 2026, an estimated $246.
Citizens Financial Group made up 0.03% of CRA Financial Services's portfolio in Q1 2026, its #255 holding.
CRA Financial Services first reported a position in Citizens Financial Group in Q4 2021 and has held it in 9 quarters since.
CRA Financial Services's Citizens Financial Group position peaked at $273K in Q4 2022.
1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on CRA Financial Services's 13F filing for Q1 2026, filed 9 Apr 2026.