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Diversified Enterprises’s Citizens Financial Group CFG Stock Holding History

Diversified Enterprises’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 		$571K Buy
8,154
+121
+2% +$7.8K 0.03% 233
2026
Q1 		$482K Buy
8,033
+128
+2% +$7.87K 0.03% 247
2025
Q4 		$462K Buy
+7,905
New +$425K 0.03% 224

Other funds holding CFG

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Diversified Enterprises's CFG Position: Q2 2026 in Review

Diversified Enterprises increased its Citizens Financial Group (CFG) stake by 1.5% in Q2 2026, buying an estimated $7.8K and bringing the position to 8,154 shares worth $571K. The position accounts for 0.03% of the portfolio, ranked #233.

Diversified Enterprises first reported a position in CFG in Q4 2025 and has held it in 3 quarters since. 429 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Diversified Enterprises held 8,154 shares of Citizens Financial Group worth $571K as of Q2 2026.
  • Diversified Enterprises bought 121 Citizens Financial Group shares in Q2 2026, an estimated $7.8K.
  • Citizens Financial Group made up 0.03% of Diversified Enterprises's portfolio in Q2 2026, its #233 holding.
  • Diversified Enterprises first reported a position in Citizens Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 429 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.