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Infrastructure Capital Advisors’s Citizens Financial Group CFG Stock Holding History

Infrastructure Capital 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 		$5.89M Buy
84,054
+1,842
+2% +$119K 0.34% 44
2026
Q1 		$4.93M Buy
82,212
+37,488
+84% +$2.3M 0.34% 37
2025
Q4 		$2.61M Buy
+44,724
New +$2.4M 0.25% 50
2025
Q3 		– Sell
-25,695
Closed -$1.15M – 145
2025
Q2 		$1.15M Buy
+25,695
New +$1.01M 0.09% 60
2025
Q1 		– Sell
-30,301
Closed -$1.33M – 126
2024
Q4 		$1.33M Sell
30,301
-20,148
-40% -$891K 0.09% 56
2024
Q3 		$2.07M Buy
+50,449
New +$2.04M 0.28% 42
2024
Q2 		– Sell
-23,227
Closed -$843K – 97
2024
Q1 		$843K Sell
23,227
-546
-2% -$17.9K 0.11% 59
2023
Q4 		$788K Buy
23,773
+819
+4% +$22.5K 0.11% 68
2023
Q3 		$24.9K Buy
22,954
+819
+4% +$23.4K ﹤0.01% 73
2023
Q2 		$577K Buy
22,135
+1,092
+5% +$30.1K 0.06% 86
2023
Q1 		$639K Buy
21,043
+13,987
+198% +$548K 0.07% 59
2022
Q4 		$278K Buy
+7,056
New +$276K 0.04% 76

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

Infrastructure Capital Advisors's CFG Position: Q2 2026 in Review

Infrastructure Capital Advisors increased its Citizens Financial Group (CFG) stake by 2.2% in Q2 2026, buying an estimated $119K and bringing the position to 84,054 shares worth $5.89M. The position accounts for 0.34% of the portfolio, ranked #44.

Infrastructure Capital Advisors first reported a position in CFG in Q4 2022 and has held it in 12 quarters since. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Infrastructure Capital Advisors held 84,054 shares of Citizens Financial Group worth $5.89M as of Q2 2026.
  • Infrastructure Capital Advisors bought 1,842 Citizens Financial Group shares in Q2 2026, an estimated $119K.
  • Citizens Financial Group made up 0.34% of Infrastructure Capital Advisors's portfolio in Q2 2026, its #44 holding.
  • Infrastructure Capital Advisors first reported a position in Citizens Financial Group in Q4 2022 and has held it in 12 quarters since.
  • 1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Infrastructure Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.