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Crestwood Advisors Group’s Citizens Financial Group CFG Stock Holding History

Crestwood Advisors Group’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 		$395K Buy
5,642
+1,599
+40% +$103K 0.01% 572
2026
Q1 		$242K Buy
+4,043
New +$248K ﹤0.01% 669
2023
Q2 		– Sell
-13,060
Closed -$397K – 258
2023
Q1 		$397K Buy
+13,060
New +$511K 0.01% 200
2017
Q2 		– Sell
-1,725
Closed -$64K – 200
2017
Q1 		$64K Buy
+1,725
New +$62.9K 0.01% 226

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

Crestwood Advisors Group's CFG Position: Q2 2026 in Review

Crestwood Advisors Group increased its Citizens Financial Group (CFG) stake by 40% in Q2 2026, buying an estimated $103K and bringing the position to 5,642 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #572.

Crestwood Advisors Group first reported a position in CFG in Q1 2017 and has held it in 4 quarters since. The position peaked at $397K in Q1 2023. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Crestwood Advisors Group held 5,642 shares of Citizens Financial Group worth $395K as of Q2 2026.
  • Crestwood Advisors Group bought 1,599 Citizens Financial Group shares in Q2 2026, an estimated $103K.
  • Citizens Financial Group made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #572 holding.
  • Crestwood Advisors Group first reported a position in Citizens Financial Group in Q1 2017 and has held it in 4 quarters since.
  • Crestwood Advisors Group's Citizens Financial Group position peaked at $397K in Q1 2023.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.