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Herold Advisors’s Citizens Financial Group CFG Stock Holding History

Herold Advisors’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 		$285K Buy
+4,072
New +$263K 0.06% 232
2022
Q2 		– Sell
-2,400
Closed -$109K – 265
2022
Q1 		$109K Buy
+2,400
New +$123K 0.04% 262
2021
Q4 		– Sell
-2,400
Closed -$112K – 268
2021
Q3 		$112K Buy
+2,400
New +$105K 0.04% 263

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

Herold Advisors's CFG Position: Q2 2026 in Review

Herold Advisors opened a new position in Citizens Financial Group (CFG) in Q2 2026: 4,072 shares worth $285K. The stake represents 0.06% of the portfolio and ranks #232 among its holdings. This is a return to the name: Herold Advisors previously reported a position in CFG as recently as Q1 2022.

Herold Advisors first reported a position in CFG in Q3 2021 and has held it in 3 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Herold Advisors held 4,072 shares of Citizens Financial Group worth $285K as of Q2 2026.
  • Citizens Financial Group was a new Herold Advisors position in Q2 2026.
  • Citizens Financial Group made up 0.06% of Herold Advisors's portfolio in Q2 2026, its #232 holding.
  • Herold Advisors first reported a position in Citizens Financial Group in Q3 2021 and has held it in 3 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.