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Ipswich Investment Management’s Citizens Financial Group CFG Stock Holding History

Ipswich 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 		$306K Hold
4,374
– – 0.06% 153
2026
Q1 		$262K Sell
4,374
-250
-5% -$15.4K 0.06% 163
2025
Q4 		$270K Hold
4,624
– – 0.06% 155
2025
Q3 		$246K Hold
4,624
– – 0.06% 163
2025
Q2 		$207K Buy
+4,624
New +$182K 0.05% 180
2025
Q1 		– Sell
-4,624
Closed -$202K – 189
2024
Q4 		$202K Buy
+4,624
New +$204K 0.05% 183
2023
Q1 		– Sell
-5,285
Closed -$208K – 190
2022
Q4 		$208K Buy
+5,285
New +$206K 0.06% 175
2022
Q2 		– Sell
-5,285
Closed -$240K – 179
2022
Q1 		$240K Sell
5,285
-3,000
-36% -$154K 0.06% 176
2021
Q4 		$391K Sell
8,285
-2,385
-22% -$115K 0.09% 150
2021
Q3 		$501K Sell
10,670
-5,595
-34% -$246K 0.13% 127
2021
Q2 		$746K Hold
16,265
– – 0.19% 110
2021
Q1 		$718K Sell
16,265
-4,700
-22% -$196K 0.2% 104
2020
Q4 		$750K Sell
20,965
-5,590
-21% -$175K 0.23% 99
2020
Q3 		$671K Sell
26,555
-1,520
-5% -$38.6K 0.22% 98
2020
Q2 		$709K Sell
28,075
-54,595
-66% -$1.24M 0.24% 92
2020
Q1 		$1.55M Sell
82,670
-9,450
-10% -$308K 0.61% 50
2019
Q4 		$3.74M Buy
92,120
+2,885
+3% +$108K 1.1% 33
2019
Q3 		$3.16M Buy
89,235
+9,745
+12% +$340K 1.01% 35
2019
Q2 		$2.81M Buy
79,490
+8,105
+11% +$283K 0.9% 38
2019
Q1 		$2.32M Buy
71,385
+71,085
+23,695% +$2.46M 0.76% 42
2018
Q4 		$9K Buy
+300
New +$10.5K ﹤0.01% 376
2016
Q2 		– Sell
-200
Closed -$4K – 177
2016
Q1 		$4K Buy
+200
New +$4.24K ﹤0.01% 361

Other funds holding CFG

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Ipswich Investment Management's CFG Position: Q2 2026 in Review

Ipswich Investment Management held its Citizens Financial Group (CFG) position steady in Q2 2026 at 4,374 shares worth $306K. The position accounts for 0.06% of the portfolio, ranked #153.

Ipswich Investment Management first reported a position in CFG in Q1 2016 and has held it in 22 quarters since. The position peaked at $3.74M in Q4 2019. 164 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Ipswich Investment Management held 4,374 shares of Citizens Financial Group worth $306K as of Q2 2026.
  • Ipswich Investment Management left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up 0.06% of Ipswich Investment Management's portfolio in Q2 2026, its #153 holding.
  • Ipswich Investment Management first reported a position in Citizens Financial Group in Q1 2016 and has held it in 22 quarters since.
  • Ipswich Investment Management's Citizens Financial Group position peaked at $3.74M in Q4 2019.
  • 164 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.