Investment Research Partners’s Citizens Financial Group CFG Stock Holding History

Investment Research Partners’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	$209K	Buy	+2,982	New	+$192K	0.07%	265

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Investment Research Partners's CFG Position: Q2 2026 in Review

Investment Research Partners opened a new position in Citizens Financial Group (CFG) in Q2 2026: 2,982 shares worth $209K. The stake represents 0.07% of the portfolio and ranks #265 among its holdings.

788 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Investment Research Partners held 2,982 shares of Citizens Financial Group worth $209K as of Q2 2026.
Citizens Financial Group was a new Investment Research Partners position in Q2 2026.
Citizens Financial Group made up 0.07% of Investment Research Partners's portfolio in Q2 2026, its #265 holding.
788 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.