EFG
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Everhart Financial Group’s Citizens Financial Group CFG Stock Holding History

Everhart Financial Group’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 		$1.63M Buy
23,279
+1,487
+7% +$95.9K 0.1% 101
2026
Q1 		$1.31M Buy
21,792
+4,463
+26% +$274K 0.11% 125
2025
Q4 		$1.01M Buy
17,329
+2,846
+20% +$153K 0.09% 152
2025
Q3 		$770K Buy
14,483
+4,535
+46% +$226K 0.08% 189
2025
Q2 		$445K Sell
9,948
-2,907
-23% -$114K 0.05% 242
2025
Q1 		$527K Buy
12,855
+2,641
+26% +$118K 0.07% 196
2024
Q4 		$447K Buy
+10,214
New +$452K 0.09% 203

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

Everhart Financial Group's CFG Position: Q2 2026 in Review

Everhart Financial Group increased its Citizens Financial Group (CFG) stake by 6.8% in Q2 2026, buying an estimated $95.9K and bringing the position to 23,279 shares worth $1.63M. The position accounts for 0.1% of the portfolio, ranked #101.

Everhart Financial Group first reported a position in CFG in Q4 2024 and has held it in 7 quarters since. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Everhart Financial Group held 23,279 shares of Citizens Financial Group worth $1.63M as of Q2 2026.
  • Everhart Financial Group bought 1,487 Citizens Financial Group shares in Q2 2026, an estimated $95.9K.
  • Citizens Financial Group made up 0.1% of Everhart Financial Group's portfolio in Q2 2026, its #101 holding.
  • Everhart Financial Group first reported a position in Citizens Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.