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J. Safra Asset Management’s Citizens Financial Group CFG Stock Holding History

J. Safra Asset 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 		$14.2K Sell
203
-42
-17% -$2.71K ﹤0.01% 366
2026
Q1 		$14.7K Sell
245
-23
-9% -$1.41K ﹤0.01% 338
2025
Q4 		$15.7K Buy
+268
New +$14.4K ﹤0.01% 331

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

J. Safra Asset Management's CFG Position: Q2 2026 in Review

J. Safra Asset Management reduced its Citizens Financial Group (CFG) stake by 17% in Q2 2026, selling an estimated $2.71K and leaving 203 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

J. Safra Asset Management first reported a position in CFG in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.7K in Q4 2025. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • J. Safra Asset Management held 203 shares of Citizens Financial Group worth $14.2K as of Q2 2026.
  • J. Safra Asset Management sold 42 Citizens Financial Group shares in Q2 2026, an estimated $2.71K.
  • Citizens Financial Group made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #366 holding.
  • J. Safra Asset Management first reported a position in Citizens Financial Group in Q4 2025 and has held it in 3 quarters since.
  • J. Safra Asset Management's Citizens Financial Group position peaked at $15.7K in Q4 2025.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.