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Empowered Funds’s Citizens Financial Group CFG Stock Holding History

Empowered Funds’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 		$2.66M Buy
37,918
+3,143
+9% +$203K 0.01% 1037
2026
Q1 		$2.09M Buy
+34,775
New +$2.14M 0.01% 1087
2025
Q4 		– Sell
-11,738
Closed -$624K – 1162
2025
Q3 		$624K Buy
11,738
+443
+4% +$22.1K 0.01% 1328
2025
Q2 		$505K Buy
11,295
+2,457
+28% +$96.7K 0.01% 1314
2025
Q1 		$362K Buy
8,838
+554
+7% +$24.7K 0.01% 1341
2024
Q4 		$363K Buy
8,284
+797
+11% +$35.2K 0.01% 1302
2024
Q3 		$307K Buy
7,487
+579
+8% +$23.4K ﹤0.01% 1245
2024
Q2 		$249K Buy
6,908
+912
+15% +$31.8K ﹤0.01% 1246
2024
Q1 		$218K Sell
5,996
-2,399
-29% -$78.7K ﹤0.01% 1289
2023
Q4 		$278K Buy
+8,395
New +$231K 0.01% 1130
2017
Q3 		– Sell
-19,467
Closed -$695K – 99
2017
Q2 		$695K Buy
19,467
+601
+3% +$21.3K 0.56% 57
2017
Q1 		$652K Buy
+18,866
New +$688K 0.67% 81

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

Empowered Funds's CFG Position: Q2 2026 in Review

Empowered Funds increased its Citizens Financial Group (CFG) stake by 9% in Q2 2026, buying an estimated $203K and bringing the position to 37,918 shares worth $2.66M. The position accounts for 0.01% of the portfolio, ranked #1037.

Empowered Funds first reported a position in CFG in Q1 2017 and has held it in 12 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Empowered Funds held 37,918 shares of Citizens Financial Group worth $2.66M as of Q2 2026.
  • Empowered Funds bought 3,143 Citizens Financial Group shares in Q2 2026, an estimated $203K.
  • Citizens Financial Group made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1037 holding.
  • Empowered Funds first reported a position in Citizens Financial Group in Q1 2017 and has held it in 12 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.