Key Financial Inc’s Citizens Financial Group CFG Stock Holding History

Key Financial Inc’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	$6.38K	Hold	91	–	–	﹤0.01%	970
2026 Q1	$5.46K	Hold	91	–	–	﹤0.01%	1019
2025 Q4	$5.32K	Sell	91 -110	-55%	-$5.91K	﹤0.01%	1021
2025 Q3	$10.6K	Buy	201 +110	+121%	+$5.47K	﹤0.01%	868
2025 Q2	$4.07K	Hold	91	–	–	﹤0.01%	1076
2025 Q1	$3.73K	Hold	91	–	–	﹤0.01%	1058
2024 Q4	$3.98K	Hold	91	–	–	﹤0.01%	1051
2024 Q3	$3.74K	Buy	91 +24	+36%	+$970	﹤0.01%	1032
2024 Q2	$2.41K	Hold	67	–	–	﹤0.01%	1081
2024 Q1	$2.43K	Hold	67	–	–	﹤0.01%	1078
2023 Q4	$2.22K	Hold	67	–	–	﹤0.01%	1086
2023 Q3	$1.8K	Hold	67	–	–	﹤0.01%	1125
2023 Q2	$1.75K	Hold	67	–	–	﹤0.01%	1180
2023 Q1	$2.04K	Hold	67	–	–	﹤0.01%	956
2022 Q4	$2.3K	Hold	67	–	–	﹤0.01%	933
2022 Q3	$2K	Hold	67	–	–	﹤0.01%	932
2022 Q2	$2K	Buy	+67	New	+$2.65K	﹤0.01%	924

Other funds holding CFG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Key Financial Inc's CFG Position: Q2 2026 in Review

Key Financial Inc held its Citizens Financial Group (CFG) position steady in Q2 2026 at 91 shares worth $6.38K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Key Financial Inc first reported a position in CFG in Q2 2022 and has held it in 17 quarters since. The position peaked at $10.6K in Q3 2025. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Key Financial Inc held 91 shares of Citizens Financial Group worth $6.38K as of Q2 2026.
Key Financial Inc left its Citizens Financial Group share count unchanged in Q2 2026.
Citizens Financial Group made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #970 holding.
Key Financial Inc first reported a position in Citizens Financial Group in Q2 2022 and has held it in 17 quarters since.
Key Financial Inc's Citizens Financial Group position peaked at $10.6K in Q3 2025.
1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.