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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Essex Financial Services's CFG Position: Q1 2026 in Review

Essex Financial Services increased its Citizens Financial Group (CFG) stake by 0.92% in Q1 2026, buying an estimated $3.56K and bringing the position to 6,393 shares worth $383K. The position accounts for 0.02% of the portfolio, ranked #540.

Essex Financial Services first reported a position in CFG in Q4 2021 and has held it in 6 quarters since. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Essex Financial Services held 6,393 shares of Citizens Financial Group worth $383K as of Q1 2026.
  • Essex Financial Services bought 58 Citizens Financial Group shares in Q1 2026, an estimated $3.56K.
  • Citizens Financial Group made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #540 holding.
  • Essex Financial Services first reported a position in Citizens Financial Group in Q4 2021 and has held it in 6 quarters since.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.