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Financial Consulate’s Citizens Financial Group CFG Stock Holding History

Financial Consulate’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 		$2.1K Buy
30
+4
+15% +$258 ﹤0.01% 1017
2026
Q1 		$1.56K Hold
26
– – ﹤0.01% 1030
2025
Q4 		$1.52K Hold
26
– – ﹤0.01% 947
2025
Q3 		$1.38K Buy
+26
New +$1.29K ﹤0.01% 833

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

Financial Consulate's CFG Position: Q2 2026 in Review

Financial Consulate increased its Citizens Financial Group (CFG) stake by 15% in Q2 2026, buying an estimated $258 and bringing the position to 30 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Financial Consulate first reported a position in CFG in Q3 2025 and has held it in 4 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Financial Consulate held 30 shares of Citizens Financial Group worth $2.1K as of Q2 2026.
  • Financial Consulate bought 4 Citizens Financial Group shares in Q2 2026, an estimated $258.
  • Citizens Financial Group made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1017 holding.
  • Financial Consulate first reported a position in Citizens Financial Group in Q3 2025 and has held it in 4 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.