iA Global Asset Management’s Citizens Financial Group CFG Stock Holding History

iA Global Asset Management’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	$3.38M	Buy	48,171 +2,267	+5%	+$146K	0.04%	232
2026 Q1	$2.75M	Buy	45,904 +2,588	+6%	+$159K	0.04%	246
2025 Q4	$2.53M	Buy	43,316 +11,405	+36%	+$613K	0.03%	246
2025 Q3	$1.7M	Buy	31,911 +27,254	+585%	+$1.36M	0.02%	272
2025 Q2	$208K	Buy	+4,657	New	+$183K	﹤0.01%	388
2024 Q3	–	Sell	-7,503	Closed	-$270K	–	484
2024 Q2	$270K	Sell	7,503 -156	-2%	-$5.44K	0.01%	404
2024 Q1	$278K	Sell	7,659 -3,502	-31%	-$115K	0.01%	401
2023 Q4	$370K	Buy	11,161 +1,861	+20%	+$51.2K	0.01%	371
2023 Q3	$249K	Sell	9,300 -535	-5%	-$15.3K	0.01%	407
2023 Q2	$256K	Buy	+9,835	New	+$271K	0.01%	398

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 $3.37T AUM 44.26% 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

iA Global Asset Management's CFG Position: Q2 2026 in Review

iA Global Asset Management increased its Citizens Financial Group (CFG) stake by 4.9% in Q2 2026, buying an estimated $146K and bringing the position to 48,171 shares worth $3.38M. The position accounts for 0.04% of the portfolio, ranked #232.

iA Global Asset Management first reported a position in CFG in Q2 2023 and has held it in 10 quarters since. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

iA Global Asset Management held 48,171 shares of Citizens Financial Group worth $3.38M as of Q2 2026.
iA Global Asset Management bought 2,267 Citizens Financial Group shares in Q2 2026, an estimated $146K.
Citizens Financial Group made up 0.04% of iA Global Asset Management's portfolio in Q2 2026, its #232 holding.
iA Global Asset Management first reported a position in Citizens Financial Group in Q2 2023 and has held it in 10 quarters since.
1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on iA Global Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.