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Crewe Advisors’s Citizens Financial Group CFG Stock Holding History

Crewe 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 		$39.2K Buy
559
+22
+4% +$1.42K ﹤0.01% 477
2026
Q1 		$32.2K Buy
537
+12
+2% +$738 ﹤0.01% 428
2025
Q4 		$30.7K Hold
525
– – ﹤0.01% 416
2025
Q3 		$27.9K Buy
+525
New +$26.1K ﹤0.01% 446
2025
Q2 		– Sell
-160
Closed -$6.56K – 764
2025
Q1 		$6.56K Hold
160
– – ﹤0.01% 457
2024
Q4 		$7K Sell
160
-11
-6% -$486 ﹤0.01% 456
2024
Q3 		$7.02K Hold
171
– – ﹤0.01% 535
2024
Q2 		$6.16K Hold
171
– – ﹤0.01% 761
2024
Q1 		$6.21K Buy
+171
New +$5.61K ﹤0.01% 690
2023
Q1 		– Sell
-200
Closed -$7.87K – 852
2022
Q4 		$7.87K Sell
200
-5
-2% -$195 ﹤0.01% 595
2022
Q3 		$7K Buy
205
+5
+3% +$185 ﹤0.01% 751
2022
Q2 		$7K Buy
+200
New +$7.9K ﹤0.01% 679
2021
Q3 		– Sell
-37
Closed -$2K – 410
2021
Q2 		$2K Sell
37
-235
-86% -$11.1K ﹤0.01% 394
2021
Q1 		$12K Hold
272
– – ﹤0.01% 261
2020
Q4 		$10K Sell
272
-284
-51% -$8.91K ﹤0.01% 260
2020
Q3 		$14K Buy
+556
New +$14.1K 0.01% 209

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

Crewe Advisors's CFG Position: Q2 2026 in Review

Crewe Advisors increased its Citizens Financial Group (CFG) stake by 4.1% in Q2 2026, buying an estimated $1.42K and bringing the position to 559 shares worth $39.2K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Crewe Advisors first reported a position in CFG in Q3 2020 and has held it in 16 quarters since. 1,099 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Crewe Advisors held 559 shares of Citizens Financial Group worth $39.2K as of Q2 2026.
  • Crewe Advisors bought 22 Citizens Financial Group shares in Q2 2026, an estimated $1.42K.
  • Citizens Financial Group made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #477 holding.
  • Crewe Advisors first reported a position in Citizens Financial Group in Q3 2020 and has held it in 16 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.