EIP
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Essential Investment Partners’s Citizens Financial Group CFG Stock Holding History

Essential Investment Partners’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 		$701 Hold
10
– – ﹤0.01% 269
2026
Q1 		$600 Hold
10
– – ﹤0.01% 269
2025
Q4 		$584 Buy
+10
New +$537 ﹤0.01% 258

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
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Essential Investment Partners's CFG Position: Q2 2026 in Review

Essential Investment Partners held its Citizens Financial Group (CFG) position steady in Q2 2026 at 10 shares worth $701. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Essential Investment Partners first reported a position in CFG in Q4 2025 and has held it in 3 quarters since. 249 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Essential Investment Partners held 10 shares of Citizens Financial Group worth $701 as of Q2 2026.
  • Essential Investment Partners left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up ﹤0.01% of Essential Investment Partners's portfolio in Q2 2026, its #269 holding.
  • Essential Investment Partners first reported a position in Citizens Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 249 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.