Greenwood Capital Associates’s Citizens Financial Group CFG Stock Holding History

Greenwood Capital Associates’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	$1.04M	Sell	14,903 -403	-3%	-$26K	0.1%	158
2026 Q1	$918K	Sell	15,306 -9,798	-39%	-$602K	0.1%	156
2025 Q4	$1.47M	Buy	+25,104	New	+$1.35M	0.16%	123
2018 Q3	–	Sell	-7,165	Closed	-$279K	–	192
2018 Q2	$279K	Buy	7,165 +855	+14%	+$35.6K	0.06%	148
2018 Q1	$265K	Buy	6,310 +290	+5%	+$13K	0.06%	152
2017 Q4	$253K	Sell	6,020 -5	-0.1%	-$196	0.06%	167
2017 Q3	$228K	Sell	6,025 -30	-0.5%	-$1.05K	0.06%	174
2017 Q2	$216K	Sell	6,055 -50	-0.8%	-$1.77K	0.06%	178
2017 Q1	$211K	Buy	+6,105	New	+$223K	0.06%	185

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Greenwood Capital Associates's CFG Position: Q2 2026 in Review

Greenwood Capital Associates reduced its Citizens Financial Group (CFG) stake by 2.6% in Q2 2026, selling an estimated $26K and leaving 14,903 shares worth $1.04M. The position accounts for 0.1% of the portfolio, ranked #158.

Greenwood Capital Associates first reported a position in CFG in Q1 2017 and has held it in 9 quarters since. The position peaked at $1.47M in Q4 2025. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Greenwood Capital Associates held 14,903 shares of Citizens Financial Group worth $1.04M as of Q2 2026.
Greenwood Capital Associates sold 403 Citizens Financial Group shares in Q2 2026, an estimated $26K.
Citizens Financial Group made up 0.1% of Greenwood Capital Associates's portfolio in Q2 2026, its #158 holding.
Greenwood Capital Associates first reported a position in Citizens Financial Group in Q1 2017 and has held it in 9 quarters since.
Greenwood Capital Associates's Citizens Financial Group position peaked at $1.47M in Q4 2025.
1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.