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L.J. Altfest & Co’s Citizens Financial Group CFG Stock Holding History

L.J. Altfest & Co’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 		$1.1M Sell
15,764
-18,460
-54% -$1.19M 0.11% 125
2026
Q1 		$2.05M Sell
34,224
-880
-3% -$54.1K 0.22% 84
2025
Q4 		$2.05M Buy
35,104
+20,009
+133% +$1.08M 0.22% 80
2025
Q3 		$802K Buy
15,095
+128
+0.9% +$6.37K 0.09% 159
2025
Q2 		$670K Sell
14,967
-706
-5% -$27.8K 0.08% 183
2025
Q1 		$642K Sell
15,673
-181
-1% -$8.07K 0.08% 175
2024
Q4 		$694K Buy
15,854
+132
+0.8% +$5.84K 0.09% 160
2024
Q3 		$646K Buy
15,722
+20
+0.1% +$808 0.09% 180
2024
Q2 		$566K Buy
15,702
+491
+3% +$17.1K 0.08% 174
2024
Q1 		$552K Sell
15,211
-594
-4% -$19.5K 0.08% 179
2023
Q4 		$524K Buy
15,805
+3,248
+26% +$89.4K 0.08% 176
2023
Q3 		$337K Buy
12,557
+110
+0.9% +$3.15K 0.05% 222
2023
Q2 		$325K Buy
12,447
+236
+2% +$6.5K 0.05% 228
2023
Q1 		$371K Buy
12,211
+2,504
+26% +$98.1K 0.06% 200
2022
Q4 		$382K Buy
9,707
+39
+0.4% +$1.52K 0.06% 181
2022
Q3 		$332K Buy
9,668
+99
+1% +$3.66K 0.06% 193
2022
Q2 		$342K Buy
+9,569
New +$378K 0.06% 185
2020
Q4 		– Sell
-39,152
Closed -$990K – 267
2020
Q3 		$990K Buy
39,152
+7,904
+25% +$200K 0.26% 65
2020
Q2 		$789K Buy
+31,248
New +$709K 0.23% 77

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 $3.37T AUM 44.26% 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

L.J. Altfest & Co's CFG Position: Q2 2026 in Review

L.J. Altfest & Co reduced its Citizens Financial Group (CFG) stake by 54% in Q2 2026, selling an estimated $1.19M and leaving 15,764 shares worth $1.1M. The position accounts for 0.11% of the portfolio, ranked #125.

L.J. Altfest & Co first reported a position in CFG in Q2 2020 and has held it in 19 quarters since. The position peaked at $2.05M in Q1 2026. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • L.J. Altfest & Co held 15,764 shares of Citizens Financial Group worth $1.1M as of Q2 2026.
  • L.J. Altfest & Co sold 18,460 Citizens Financial Group shares in Q2 2026, an estimated $1.19M.
  • Citizens Financial Group made up 0.11% of L.J. Altfest & Co's portfolio in Q2 2026, its #125 holding.
  • L.J. Altfest & Co first reported a position in Citizens Financial Group in Q2 2020 and has held it in 19 quarters since.
  • L.J. Altfest & Co's Citizens Financial Group position peaked at $2.05M in Q1 2026.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.