EFG
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Elevated Financial Group’s Citizens Financial Group CFG Stock Holding History

Elevated Financial 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 		$346K Sell
4,932
-56
-1% -$3.61K 0.09% 101
2026
Q1 		$299K Sell
4,988
-491
-9% -$30.2K 0.1% 109
2025
Q4 		$320K Buy
+5,479
New +$294K 0.11% 101

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

Elevated Financial Group's CFG Position: Q2 2026 in Review

Elevated Financial Group reduced its Citizens Financial Group (CFG) stake by 1.1% in Q2 2026, selling an estimated $3.61K and leaving 4,932 shares worth $346K. The position accounts for 0.09% of the portfolio, ranked #101.

Elevated Financial Group first reported a position in CFG in Q4 2025 and has held it in 3 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Elevated Financial Group held 4,932 shares of Citizens Financial Group worth $346K as of Q2 2026.
  • Elevated Financial Group sold 56 Citizens Financial Group shares in Q2 2026, an estimated $3.61K.
  • Citizens Financial Group made up 0.09% of Elevated Financial Group's portfolio in Q2 2026, its #101 holding.
  • Elevated Financial Group first reported a position in Citizens Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.