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Fortitude Family Office’s Citizens Financial Group CFG Stock Holding History

Fortitude Family Office’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 		$21.5K Sell
307
-459
-60% -$29.6K ﹤0.01% 502
2026
Q1 		$45.9K Buy
766
+56
+8% +$3.44K 0.01% 249
2025
Q4 		$41.5K Buy
710
+613
+632% +$32.9K 0.01% 264
2025
Q3 		$5.16K Hold
97
– – ﹤0.01% 799
2025
Q2 		$4.34K Buy
97
+60
+162% +$2.36K ﹤0.01% 839
2025
Q1 		$1.52K Sell
37
-77
-68% -$3.44K ﹤0.01% 963
2024
Q4 		$4.99K Sell
114
-20
-15% -$884 ﹤0.01% 842
2024
Q3 		$5.5K Buy
+134
New +$5.42K ﹤0.01% 759
2024
Q2 		– Sell
-114
Closed -$4.14K – 983
2024
Q1 		$4.14K Buy
+114
New +$3.74K ﹤0.01% 683

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

Fortitude Family Office's CFG Position: Q2 2026 in Review

Fortitude Family Office reduced its Citizens Financial Group (CFG) stake by 60% in Q2 2026, selling an estimated $29.6K and leaving 307 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Fortitude Family Office first reported a position in CFG in Q1 2024 and has held it in 9 quarters since. The position peaked at $45.9K in Q1 2026. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Fortitude Family Office held 307 shares of Citizens Financial Group worth $21.5K as of Q2 2026.
  • Fortitude Family Office sold 459 Citizens Financial Group shares in Q2 2026, an estimated $29.6K.
  • Citizens Financial Group made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #502 holding.
  • Fortitude Family Office first reported a position in Citizens Financial Group in Q1 2024 and has held it in 9 quarters since.
  • Fortitude Family Office's Citizens Financial Group position peaked at $45.9K in Q1 2026.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.