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Essential Partners’s Citizens Financial Group CFG Stock Holding History

Essential 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 		$435K Sell
6,215
-20,560
-77% -$1.33M 0.2% 95
2026
Q1 		$1.61M Hold
26,775
– – 0.54% 40
2025
Q4 		$1.56M Buy
26,775
+4,391
+20% +$236K 0.48% 42
2025
Q3 		$1.19M Buy
22,384
+917
+4% +$45.6K 0.39% 59
2025
Q2 		$961K Buy
+21,467
New +$845K 0.38% 74

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

Essential Partners's CFG Position: Q2 2026 in Review

Essential Partners reduced its Citizens Financial Group (CFG) stake by 77% in Q2 2026, selling an estimated $1.33M and leaving 6,215 shares worth $435K. The position accounts for 0.2% of the portfolio, ranked #95.

Essential Partners first reported a position in CFG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.61M in Q1 2026. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Essential Partners held 6,215 shares of Citizens Financial Group worth $435K as of Q2 2026.
  • Essential Partners sold 20,560 Citizens Financial Group shares in Q2 2026, an estimated $1.33M.
  • Citizens Financial Group made up 0.2% of Essential Partners's portfolio in Q2 2026, its #95 holding.
  • Essential Partners first reported a position in Citizens Financial Group in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Citizens Financial Group position peaked at $1.61M in Q1 2026.
  • 1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.