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Financial Management Professionals’s Citizens Financial Group CFG Stock Holding History

Financial Management Professionals’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 		$9.95K Hold
142
– – ﹤0.01% 591
2026
Q1 		$8.52K Hold
142
– – ﹤0.01% 560
2025
Q4 		$8.29K Hold
142
– – ﹤0.01% 558
2025
Q3 		$7.55K Sell
142
-7
-5% -$348 ﹤0.01% 556
2025
Q2 		$6.67K Buy
149
+95
+176% +$3.74K ﹤0.01% 596
2025
Q1 		$2.21K Sell
54
-40
-43% -$1.78K ﹤0.01% 728
2024
Q4 		$4.11K Buy
94
+47
+100% +$2.08K ﹤0.01% 640
2024
Q3 		$2K Buy
47
+29
+161% +$1.17K ﹤0.01% 735
2024
Q2 		$1K Buy
+18
New +$628 ﹤0.01% 758
2023
Q3 		– Sell
-24
Closed -$1K – 883
2023
Q2 		$1K Hold
24
– – ﹤0.01% 797
2023
Q1 		$1K Sell
24
-233
-91% -$9.13K ﹤0.01% 856
2022
Q4 		$10K Hold
257
– – ﹤0.01% 496
2022
Q3 		$9K Buy
257
+3
+1% +$111 ﹤0.01% 496
2022
Q2 		$9K Buy
254
+201
+379% +$7.94K ﹤0.01% 517
2022
Q1 		$2K Buy
+53
New +$2.72K ﹤0.01% 758

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 Management Professionals's CFG Position: Q2 2026 in Review

Financial Management Professionals held its Citizens Financial Group (CFG) position steady in Q2 2026 at 142 shares worth $9.95K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Financial Management Professionals first reported a position in CFG in Q1 2022 and has held it in 15 quarters since. The position peaked at $10K in Q4 2022. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Financial Management Professionals held 142 shares of Citizens Financial Group worth $9.95K as of Q2 2026.
  • Financial Management Professionals left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #591 holding.
  • Financial Management Professionals first reported a position in Citizens Financial Group in Q1 2022 and has held it in 15 quarters since.
  • Financial Management Professionals's Citizens Financial Group position peaked at $10K in Q4 2022.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

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