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Essex Financial Services’s Citizens Financial Group CFG Stock Holding History

Essex Financial Services’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 		$439K Sell
6,270
-123
-2% -$7.93K 0.02% 520
2026
Q1 		$383K Buy
6,393
+58
+0.9% +$3.56K 0.02% 540
2025
Q4 		$370K Buy
6,335
+1,718
+37% +$92.3K 0.02% 537
2025
Q3 		$245K Buy
+4,617
New +$230K 0.01% 635
2023
Q1 		– Sell
-5,438
Closed -$214K – 489
2022
Q4 		$214K Buy
+5,438
New +$212K 0.02% 442
2022
Q2 		– Sell
-5,192
Closed -$235K – 484
2022
Q1 		$235K Buy
5,192
+342
+7% +$17.6K 0.02% 428
2021
Q4 		$229K Buy
+4,850
New +$234K 0.02% 438

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 $3.38T AUM 44.17% 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

Essex Financial Services's CFG Position: Q2 2026 in Review

Essex Financial Services reduced its Citizens Financial Group (CFG) stake by 1.9% in Q2 2026, selling an estimated $7.93K and leaving 6,270 shares worth $439K. The position accounts for 0.02% of the portfolio, ranked #520.

Essex Financial Services first reported a position in CFG in Q4 2021 and has held it in 7 quarters since. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Essex Financial Services held 6,270 shares of Citizens Financial Group worth $439K as of Q2 2026.
  • Essex Financial Services sold 123 Citizens Financial Group shares in Q2 2026, an estimated $7.93K.
  • Citizens Financial Group made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #520 holding.
  • Essex Financial Services first reported a position in Citizens Financial Group in Q4 2021 and has held it in 7 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.