CI
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CX Institutional’s Citizens Financial Group CFG Stock Holding History

CX Institutional’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 		$486K Buy
6,930
+87
+1% +$5.61K 0.01% 486
2026
Q1 		$410K Sell
6,843
-94
-1% -$5.78K 0.01% 511
2025
Q4 		$405K Buy
6,937
+324
+5% +$17.4K 0.01% 477
2025
Q3 		$352K Sell
6,613
-29
-0.4% -$1.44K 0.01% 521
2025
Q2 		$297K Buy
6,642
+698
+12% +$27.5K 0.01% 511
2025
Q1 		$244K Buy
5,944
+132
+2% +$5.89K 0.01% 529
2024
Q4 		$254K Sell
5,812
-47
-0.8% -$2.08K 0.01% 470
2024
Q3 		$241K Buy
5,859
+106
+2% +$4.28K 0.01% 511
2024
Q2 		$207K Buy
+5,753
New +$201K 0.01% 529
2022
Q3 		– Sell
-3,145
Closed -$112K – 568
2022
Q2 		$112K Buy
+3,145
New +$124K 0.01% 535
2022
Q1 		– Sell
-69,486
Closed -$3.28M – 373
2021
Q4 		$3.28M Buy
69,486
+32,263
+87% +$1.55M 0.26% 122
2021
Q3 		$1.75M Buy
37,223
+33,818
+993% +$1.48M 0.14% 160
2021
Q2 		$156K Sell
3,405
-2,813
-45% -$133K 0.01% 369
2021
Q1 		$274K Sell
6,218
-56,201
-90% -$2.34M 0.02% 268
2020
Q4 		$2.23M Sell
62,419
-7,819
-11% -$245K 0.22% 139
2020
Q3 		$1.78M Buy
70,238
+38,931
+124% +$988K 0.19% 142
2020
Q2 		$792K Buy
31,307
+4,405
+16% +$100K 0.1% 161
2020
Q1 		$506K Buy
26,902
+26,748
+17,369% +$873K 0.08% 177
2019
Q4 		$6K Buy
154
+28
+22% +$1.05K ﹤0.01% 510
2019
Q3 		$4K Sell
126
-134
-52% -$4.68K ﹤0.01% 607
2019
Q2 		$9K Buy
260
+206
+381% +$7.18K ﹤0.01% 502
2019
Q1 		$2K Buy
+54
New +$1.87K ﹤0.01% 676

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

CX Institutional's CFG Position: Q2 2026 in Review

CX Institutional increased its Citizens Financial Group (CFG) stake by 1.3% in Q2 2026, buying an estimated $5.61K and bringing the position to 6,930 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #486.

CX Institutional first reported a position in CFG in Q1 2019 and has held it in 22 quarters since. The position peaked at $3.28M in Q4 2021. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • CX Institutional held 6,930 shares of Citizens Financial Group worth $486K as of Q2 2026.
  • CX Institutional bought 87 Citizens Financial Group shares in Q2 2026, an estimated $5.61K.
  • Citizens Financial Group made up 0.01% of CX Institutional's portfolio in Q2 2026, its #486 holding.
  • CX Institutional first reported a position in Citizens Financial Group in Q1 2019 and has held it in 22 quarters since.
  • CX Institutional's Citizens Financial Group position peaked at $3.28M in Q4 2021.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.