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Independent Financial Group’s Citizens Financial Group CFG Stock Holding History

Independent Financial Group’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 		$1.03M Sell
14,743
-877
-6% -$56.6K 0.02% 674
2026
Q1 		$937K Sell
15,620
-2,580
-14% -$159K 0.02% 650
2025
Q4 		$1.06M Sell
18,200
-274
-1% -$14.7K 0.02% 596
2025
Q3 		$982K Sell
18,474
-4,805
-21% -$239K 0.02% 600
2025
Q2 		$1.04M Sell
23,279
-1,450
-6% -$57.1K 0.03% 531
2025
Q1 		$1.01M Sell
24,729
-680
-3% -$30.3K 0.03% 475
2024
Q4 		$1.11M Sell
25,409
-11,173
-31% -$494K 0.04% 451
2024
Q3 		$1.5M Buy
36,582
+11,192
+44% +$452K 0.06% 338
2024
Q2 		$915K Sell
25,390
-200
-0.8% -$6.97K 0.04% 425
2024
Q1 		$929K Sell
25,590
-2,016
-7% -$66.1K 0.04% 394
2023
Q4 		$915K Buy
27,606
+2,966
+12% +$81.6K 0.05% 382
2023
Q3 		$660K Buy
+24,640
New +$705K 0.04% 424

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

Independent Financial Group's CFG Position: Q2 2026 in Review

Independent Financial Group reduced its Citizens Financial Group (CFG) stake by 5.6% in Q2 2026, selling an estimated $56.6K and leaving 14,743 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #674.

Independent Financial Group first reported a position in CFG in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.5M in Q3 2024. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Independent Financial Group held 14,743 shares of Citizens Financial Group worth $1.03M as of Q2 2026.
  • Independent Financial Group sold 877 Citizens Financial Group shares in Q2 2026, an estimated $56.6K.
  • Citizens Financial Group made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #674 holding.
  • Independent Financial Group first reported a position in Citizens Financial Group in Q3 2023 and has held it in 12 quarters since.
  • Independent Financial Group's Citizens Financial Group position peaked at $1.5M in Q3 2024.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.