CFO
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CVA Family Office’s Citizens Financial Group CFG Stock Holding History

CVA Family Office’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 		$132K Buy
1,889
+76
+4% +$4.9K 0.01% 418
2026
Q1 		$109K Buy
1,813
+416
+30% +$25.6K 0.01% 440
2025
Q4 		$81.6K Buy
1,397
+10
+0.7% +$537 0.01% 462
2025
Q3 		$73.7K Hold
1,387
– – 0.01% 477
2025
Q2 		$62.1K Sell
1,387
-225
-14% -$8.86K 0.01% 506
2025
Q1 		$66K Buy
1,612
+337
+26% +$15K 0.01% 472
2024
Q4 		$55.8K Buy
1,275
+39
+3% +$1.72K 0.01% 502
2024
Q3 		$50.8K Buy
1,236
+26
+2% +$1.05K 0.01% 509
2024
Q2 		$43.6K Hold
1,210
– – 0.01% 521
2024
Q1 		$43.9K Hold
1,210
– – 0.01% 513
2023
Q4 		$40.1K Buy
+1,210
New +$33.3K 0.01% 511
2023
Q2 		– Sell
-1,330
Closed -$40.4K – 1018
2023
Q1 		$40.4K Buy
1,330
+785
+144% +$30.7K 0.01% 478
2022
Q4 		$21.5K Buy
545
+10
+2% +$390 0.01% 549
2022
Q3 		$18K Sell
535
-220
-29% -$8.14K ﹤0.01% 540
2022
Q2 		$27K Buy
755
+655
+655% +$25.9K 0.01% 477
2022
Q1 		$5K Buy
100
+80
+400% +$4.11K ﹤0.01% 765
2021
Q4 		$1K Buy
+20
New +$963 ﹤0.01% 868
2021
Q3 		– Sell
-405
Closed -$19K – 449
2021
Q2 		$19K Sell
405
-5
-1% -$236 0.01% 536
2021
Q1 		$18K Buy
+410
New +$17.1K 0.01% 429

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 $3.38T AUM 44.17% 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

CVA Family Office's CFG Position: Q2 2026 in Review

CVA Family Office increased its Citizens Financial Group (CFG) stake by 4.2% in Q2 2026, buying an estimated $4.9K and bringing the position to 1,889 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #418.

CVA Family Office first reported a position in CFG in Q1 2021 and has held it in 19 quarters since. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • CVA Family Office held 1,889 shares of Citizens Financial Group worth $132K as of Q2 2026.
  • CVA Family Office bought 76 Citizens Financial Group shares in Q2 2026, an estimated $4.9K.
  • Citizens Financial Group made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #418 holding.
  • CVA Family Office first reported a position in Citizens Financial Group in Q1 2021 and has held it in 19 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.