Jones Financial Companies
CFG icon

Jones Financial Companies’s Citizens Financial Group CFG Stock Holding History

Jones Financial Companies’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 		$56.2M Buy
798,677
+30,144
+4% +$1.94M 0.02% 379
2026
Q1 		$44.4M Buy
768,533
+748,545
+3,745% +$46M 0.02% 381
2025
Q4 		$1.17M Buy
19,988
+567
+3% +$30.5K ﹤0.01% 1169
2025
Q3 		$1.04M Buy
19,421
+3,542
+22% +$176K ﹤0.01% 1122
2025
Q2 		$706K Buy
15,879
+3,211
+25% +$126K ﹤0.01% 1150
2025
Q1 		$511K Buy
12,668
+1,596
+14% +$71.2K ﹤0.01% 1117
2024
Q4 		$485K Buy
11,072
+5,938
+116% +$263K ﹤0.01% 1011
2024
Q3 		$210K Buy
5,134
+3,551
+224% +$143K ﹤0.01% 1116
2024
Q2 		$57K Buy
1,583
+856
+118% +$29.9K ﹤0.01% 1203
2024
Q1 		$26.4K Buy
727
+616
+555% +$20.2K ﹤0.01% 846
2023
Q4 		$3.68K Buy
111
+96
+640% +$2.64K ﹤0.01% 804
2023
Q3 		$402 Sell
15
-375
-96% -$10.7K ﹤0.01% 673
2023
Q2 		$10.2K Sell
390
-95
-20% -$2.62K ﹤0.01% 464
2023
Q1 		$14.7K Sell
485
-393
-45% -$15.4K ﹤0.01% 447
2022
Q4 		$35K Buy
878
+522
+147% +$20.4K ﹤0.01% 369
2022
Q3 		$12K Hold
356
– – ﹤0.01% 407
2022
Q2 		$13K Sell
356
-148
-29% -$5.84K ﹤0.01% 446
2022
Q1 		$23K Sell
504
-2,547
-83% -$131K ﹤0.01% 422
2021
Q4 		$144K Buy
3,051
+2,384
+357% +$115K ﹤0.01% 281
2021
Q3 		$31K Hold
667
– – ﹤0.01% 379
2021
Q2 		$31K Buy
667
+126
+23% +$5.95K ﹤0.01% 359
2021
Q1 		$24K Buy
541
+196
+57% +$8.16K ﹤0.01% 435
2020
Q4 		$12K Buy
+345
New +$10.8K ﹤0.01% 411

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

Jones Financial Companies's CFG Position: Q2 2026 in Review

Jones Financial Companies increased its Citizens Financial Group (CFG) stake by 3.9% in Q2 2026, buying an estimated $1.94M and bringing the position to 798,677 shares worth $56.2M. The position accounts for 0.02% of the portfolio, ranked #379.

Jones Financial Companies first reported a position in CFG in Q4 2020 and has held it in 23 quarters since. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Jones Financial Companies held 798,677 shares of Citizens Financial Group worth $56.2M as of Q2 2026.
  • Jones Financial Companies bought 30,144 Citizens Financial Group shares in Q2 2026, an estimated $1.94M.
  • Citizens Financial Group made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #379 holding.
  • Jones Financial Companies first reported a position in Citizens Financial Group in Q4 2020 and has held it in 23 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.