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International Assets Investment Management’s Citizens Financial Group CFG Stock Holding History

International Assets Investment 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 		$262K Sell
3,652
-424
-10% -$27.3K 0.02% 747
2026
Q1 		$247K Sell
4,076
-336
-8% -$20.6K 0.02% 712
2025
Q4 		$258K Buy
+4,412
New +$237K 0.02% 702
2021
Q2 		– Sell
-675
Closed -$24K – 723
2021
Q1 		$24K Hold
675
– – ﹤0.01% 1234
2020
Q4 		$24K Buy
+675
New +$21.2K ﹤0.01% 1097

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 $3.38T AUM 44.17% 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

International Assets Investment Management's CFG Position: Q2 2026 in Review

International Assets Investment Management reduced its Citizens Financial Group (CFG) stake by 10% in Q2 2026, selling an estimated $27.3K and leaving 3,652 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #747.

International Assets Investment Management first reported a position in CFG in Q4 2020 and has held it in 5 quarters since. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • International Assets Investment Management held 3,652 shares of Citizens Financial Group worth $262K as of Q2 2026.
  • International Assets Investment Management sold 424 Citizens Financial Group shares in Q2 2026, an estimated $27.3K.
  • Citizens Financial Group made up 0.02% of International Assets Investment Management's portfolio in Q2 2026, its #747 holding.
  • International Assets Investment Management first reported a position in Citizens Financial Group in Q4 2020 and has held it in 5 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.