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Curi RMB Capital’s Citizens Financial Group CFG Stock Holding History

Curi RMB Capital’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 		$1.49M Buy
21,236
+69
+0.3% +$4.45K 0.02% 394
2026
Q1 		$1.27M Sell
21,167
-27
-0.1% -$1.66K 0.02% 407
2025
Q4 		$1.24M Buy
+21,194
New +$1.14M 0.02% 418
2024
Q4 		– Sell
-187,776
Closed -$7.71M – 520
2024
Q3 		$7.71M Buy
187,776
+3,636
+2% +$147K 0.18% 157
2024
Q2 		$6.63M Sell
184,140
-838
-0.5% -$29.2K 0.16% 162
2024
Q1 		$6.71M Buy
184,978
+5,374
+3% +$176K 0.15% 165
2023
Q4 		$5.95M Buy
179,604
+1,785
+1% +$49.1K 0.18% 137
2023
Q3 		$4.77M Buy
177,819
+3,808
+2% +$109K 0.16% 142
2023
Q2 		$4.54M Buy
174,011
+10,563
+6% +$291K 0.15% 152
2023
Q1 		$4.96M Sell
163,448
-26,229
-14% -$1.03M 0.17% 136
2022
Q4 		$7.47M Buy
189,677
+4,395
+2% +$172K 0.27% 111
2022
Q3 		$6.37M Buy
185,282
+6,638
+4% +$246K 0.24% 112
2022
Q2 		$6.38M Buy
+178,644
New +$7.05M 0.22% 115
2019
Q3 		– Sell
-1,779
Closed -$63K – 719
2019
Q2 		$63K Buy
+1,779
New +$62K ﹤0.01% 725
2018
Q1 		– Sell
-7,091
Closed -$298K – 910
2017
Q4 		$298K Buy
+7,091
New +$277K 0.01% 724

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

Curi RMB Capital's CFG Position: Q2 2026 in Review

Curi RMB Capital increased its Citizens Financial Group (CFG) stake by 0.33% in Q2 2026, buying an estimated $4.45K and bringing the position to 21,236 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #394.

Curi RMB Capital first reported a position in CFG in Q4 2017 and has held it in 15 quarters since. The position peaked at $7.71M in Q3 2024. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Curi RMB Capital held 21,236 shares of Citizens Financial Group worth $1.49M as of Q2 2026.
  • Curi RMB Capital bought 69 Citizens Financial Group shares in Q2 2026, an estimated $4.45K.
  • Citizens Financial Group made up 0.02% of Curi RMB Capital's portfolio in Q2 2026, its #394 holding.
  • Curi RMB Capital first reported a position in Citizens Financial Group in Q4 2017 and has held it in 15 quarters since.
  • Curi RMB Capital's Citizens Financial Group position peaked at $7.71M in Q3 2024.
  • 1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.