Crumly & Associates’s Citizens Financial Group CFG Stock Holding History

Crumly & Associates’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	$426K	Buy	6,073 +34	+0.6%	+$2.19K	0.08%	130
2026 Q1	$362K	Hold	6,039	–	–	0.08%	138
2025 Q4	$353K	Hold	6,039	–	–	0.07%	141
2025 Q3	$321K	Buy	6,039 +10	+0.2%	+$498	0.07%	142
2025 Q2	$270K	Hold	6,029	–	–	0.07%	135
2025 Q1	$247K	Hold	6,029	–	–	0.07%	147
2024 Q4	$264K	Hold	6,029	–	–	0.07%	126
2024 Q3	$248K	Hold	6,029	–	–	0.07%	134
2024 Q2	$217K	Hold	6,029	–	–	0.06%	131
2024 Q1	$219K	Buy	+6,029	New	+$198K	0.06%	128
2023 Q1	–	Sell	-6,029	Closed	-$237K	–	110
2022 Q4	$237K	Hold	6,029	–	–	0.09%	89
2022 Q3	$207K	Hold	6,029	–	–	0.09%	101
2022 Q2	$215K	Hold	6,029	–	–	0.09%	102
2022 Q1	$273K	Hold	6,029	–	–	0.1%	99
2021 Q4	$319K	Hold	6,029	–	–	0.13%	83
2021 Q3	$283K	Hold	6,029	–	–	0.13%	88
2021 Q2	$277K	Hold	6,029	–	–	0.13%	88
2021 Q1	$266K	Hold	6,029	–	–	0.16%	82
2020 Q4	$231K	Buy	+6,029	New	+$189K	0.16%	73

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Crumly & Associates's CFG Position: Q2 2026 in Review

Crumly & Associates increased its Citizens Financial Group (CFG) stake by 0.56% in Q2 2026, buying an estimated $2.19K and bringing the position to 6,073 shares worth $426K. The position accounts for 0.08% of the portfolio, ranked #130.

Crumly & Associates first reported a position in CFG in Q4 2020 and has held it in 19 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Crumly & Associates held 6,073 shares of Citizens Financial Group worth $426K as of Q2 2026.
Crumly & Associates bought 34 Citizens Financial Group shares in Q2 2026, an estimated $2.19K.
Citizens Financial Group made up 0.08% of Crumly & Associates's portfolio in Q2 2026, its #130 holding.
Crumly & Associates first reported a position in Citizens Financial Group in Q4 2020 and has held it in 19 quarters since.
1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.