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InceptionR’s Citizens Financial Group CFG Stock Holding History

InceptionR’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 		$1.77M Buy
+25,272
New +$1.63M 0.43% 18
2026
Q1 		– Sell
-13,643
Closed -$797K – 677
2025
Q4 		$797K Buy
+13,643
New +$733K 0.22% 171
2025
Q2 		– Sell
-7,615
Closed -$312K – 676
2025
Q1 		$312K Buy
+7,615
New +$340K 0.09% 374
2024
Q4 		– Sell
-21,685
Closed -$891K – 651
2024
Q3 		$891K Buy
21,685
+9,262
+75% +$374K 0.22% 160
2024
Q2 		$448K Sell
12,423
-16,006
-56% -$558K 0.13% 314
2024
Q1 		$1.03M Buy
+28,429
New +$933K 0.27% 136

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

InceptionR's CFG Position: Q2 2026 in Review

InceptionR opened a new position in Citizens Financial Group (CFG) in Q2 2026: 25,272 shares worth $1.77M. The stake represents 0.43% of the portfolio and ranks #18 among its holdings. This is a return to the name: InceptionR previously reported a position in CFG as recently as Q4 2025.

InceptionR first reported a position in CFG in Q1 2024 and has held it in 6 quarters since. 1,097 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • InceptionR held 25,272 shares of Citizens Financial Group worth $1.77M as of Q2 2026.
  • Citizens Financial Group was a new InceptionR position in Q2 2026.
  • Citizens Financial Group made up 0.43% of InceptionR's portfolio in Q2 2026, its #18 holding.
  • InceptionR first reported a position in Citizens Financial Group in Q1 2024 and has held it in 6 quarters since.
  • 1,097 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.