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HORAN Wealth’s Citizens Financial Group CFG Stock Holding History

HORAN Wealth’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 		$5.69M Sell
81,185
-81,125
-50% -$5.23M 0.71% 28
2026
Q1 		$9.71M Buy
162,310
+81,875
+102% +$5.03M 0.92% 23
2025
Q4 		$4.7M Buy
80,435
+1,336
+2% +$71.8K 0.72% 30
2025
Q3 		$4.2M Buy
79,099
+2,796
+4% +$139K 0.66% 35
2025
Q2 		$3.41M Buy
+76,303
New +$3M 1.05% 31

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

HORAN Wealth's CFG Position: Q2 2026 in Review

HORAN Wealth reduced its Citizens Financial Group (CFG) stake by 50% in Q2 2026, selling an estimated $5.23M and leaving 81,185 shares worth $5.69M. The position accounts for 0.71% of the portfolio, ranked #28.

HORAN Wealth first reported a position in CFG in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.71M in Q1 2026. 1,099 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • HORAN Wealth held 81,185 shares of Citizens Financial Group worth $5.69M as of Q2 2026.
  • HORAN Wealth sold 81,125 Citizens Financial Group shares in Q2 2026, an estimated $5.23M.
  • Citizens Financial Group made up 0.71% of HORAN Wealth's portfolio in Q2 2026, its #28 holding.
  • HORAN Wealth first reported a position in Citizens Financial Group in Q2 2025 and has held it in 5 quarters since.
  • HORAN Wealth's Citizens Financial Group position peaked at $9.71M in Q1 2026.
  • 1,099 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.