CAMG
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CWA Asset Management Group’s Citizens Financial Group CFG Stock Holding History

CWA Asset Management 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 		$1.2M Buy
17,151
+7,098
+71% +$458K 0.04% 373
2026
Q1 		$603K Buy
+10,053
New +$618K 0.02% 454
2021
Q3 		– Sell
-39,054
Closed -$1.81M – 288
2021
Q2 		$1.81M Buy
39,054
+2,946
+8% +$139K 0.15% 108
2021
Q1 		$1.59M Buy
+36,108
New +$1.5M 0.15% 107

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

CWA Asset Management Group's CFG Position: Q2 2026 in Review

CWA Asset Management Group increased its Citizens Financial Group (CFG) stake by 71% in Q2 2026, buying an estimated $458K and bringing the position to 17,151 shares worth $1.2M. The position accounts for 0.04% of the portfolio, ranked #373.

CWA Asset Management Group first reported a position in CFG in Q1 2021 and has held it in 4 quarters since. The position peaked at $1.81M in Q2 2021. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • CWA Asset Management Group held 17,151 shares of Citizens Financial Group worth $1.2M as of Q2 2026.
  • CWA Asset Management Group bought 7,098 Citizens Financial Group shares in Q2 2026, an estimated $458K.
  • Citizens Financial Group made up 0.04% of CWA Asset Management Group's portfolio in Q2 2026, its #373 holding.
  • CWA Asset Management Group first reported a position in Citizens Financial Group in Q1 2021 and has held it in 4 quarters since.
  • CWA Asset Management Group's Citizens Financial Group position peaked at $1.81M in Q2 2021.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.