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Empirical Wealth Management’s Citizens Financial Group CFG Stock Holding History

Empirical Wealth Management’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 		$962K Buy
13,731
+1,835
+15% +$118K 0.01% 419
2026
Q1 		$713K Buy
11,896
+5,296
+80% +$325K 0.01% 441
2025
Q4 		$386K Buy
+6,600
New +$355K 0.01% 612
2023
Q2 		– Sell
-8,390
Closed -$255K – 469
2023
Q1 		$255K Sell
8,390
-337
-4% -$13.2K 0.01% 418
2022
Q4 		$344K Buy
8,727
+265
+3% +$10.3K 0.02% 361
2022
Q3 		$291K Sell
8,462
-1,396
-14% -$51.6K 0.02% 380
2022
Q2 		$352K Sell
9,858
-4,828
-33% -$191K 0.02% 355
2022
Q1 		$666K Sell
14,686
-2,957
-17% -$152K 0.03% 276
2021
Q4 		$834K Sell
17,643
-4,329
-20% -$209K 0.04% 249
2021
Q3 		$1.03M Buy
21,972
+606
+3% +$26.6K 0.06% 187
2021
Q2 		$980K Buy
21,366
+2,923
+16% +$138K 0.06% 193
2021
Q1 		$814K Sell
18,443
-5,077
-22% -$211K 0.07% 185
2020
Q4 		$841K Buy
23,520
+2,219
+10% +$69.6K 0.06% 172
2020
Q3 		$538K Buy
21,301
+6,380
+43% +$162K 0.05% 203
2020
Q2 		$377K Buy
+14,921
New +$339K 0.04% 249
2020
Q1 		– Sell
-10,816
Closed -$439K – 330
2019
Q4 		$439K Buy
+10,816
New +$405K 0.05% 206

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Empirical Wealth Management's CFG Position: Q2 2026 in Review

Empirical Wealth Management increased its Citizens Financial Group (CFG) stake by 15% in Q2 2026, buying an estimated $118K and bringing the position to 13,731 shares worth $962K. The position accounts for 0.01% of the portfolio, ranked #419.

Empirical Wealth Management first reported a position in CFG in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.03M in Q3 2021. 741 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Empirical Wealth Management held 13,731 shares of Citizens Financial Group worth $962K as of Q2 2026.
  • Empirical Wealth Management bought 1,835 Citizens Financial Group shares in Q2 2026, an estimated $118K.
  • Citizens Financial Group made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #419 holding.
  • Empirical Wealth Management first reported a position in Citizens Financial Group in Q4 2019 and has held it in 16 quarters since.
  • Empirical Wealth Management's Citizens Financial Group position peaked at $1.03M in Q3 2021.
  • 741 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.