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Larson Financial Group’s Citizens Financial Group CFG Stock Holding History

Larson Financial Group’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 		$528K Buy
7,537
+1,471
+24% +$94.9K 0.01% 539
2026
Q1 		$364K Buy
6,066
+1,294
+27% +$79.5K 0.01% 571
2025
Q4 		$279K Sell
4,772
-3,563
-43% -$191K 0.01% 623
2025
Q3 		$443K Buy
8,335
+1,584
+23% +$78.8K 0.02% 499
2025
Q2 		$302K Sell
6,751
-158
-2% -$6.22K 0.01% 570
2025
Q1 		$283K Buy
6,909
+389
+6% +$17.4K 0.01% 546
2024
Q4 		$285K Sell
6,520
-27
-0.4% -$1.19K 0.01% 491
2024
Q3 		$269K Buy
6,547
+5,318
+433% +$215K 0.02% 501
2024
Q2 		$44.3K Buy
1,229
+229
+23% +$7.99K ﹤0.01% 841
2024
Q1 		$36.3K Hold
1,000
– – ﹤0.01% 767
2023
Q4 		$33.1K Buy
+1,000
New +$27.5K ﹤0.01% 730
2023
Q3 		– Sell
-73
Closed -$1.9K – 1717
2023
Q2 		$1.9K Sell
73
-50,191
-100% -$1.38M ﹤0.01% 1274
2023
Q1 		$1.53M Buy
50,264
+444
+0.9% +$17.4K 0.17% 124
2022
Q4 		$1.96M Buy
49,820
+3,011
+6% +$118K 0.23% 87
2022
Q3 		$1.61M Buy
46,809
+46,360
+10,325% +$1.72M 0.23% 83
2022
Q2 		$16K Buy
+449
New +$17.7K ﹤0.01% 593

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

Larson Financial Group's CFG Position: Q2 2026 in Review

Larson Financial Group increased its Citizens Financial Group (CFG) stake by 24% in Q2 2026, buying an estimated $94.9K and bringing the position to 7,537 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #539.

Larson Financial Group first reported a position in CFG in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.96M in Q4 2022. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Larson Financial Group held 7,537 shares of Citizens Financial Group worth $528K as of Q2 2026.
  • Larson Financial Group bought 1,471 Citizens Financial Group shares in Q2 2026, an estimated $94.9K.
  • Citizens Financial Group made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #539 holding.
  • Larson Financial Group first reported a position in Citizens Financial Group in Q2 2022 and has held it in 16 quarters since.
  • Larson Financial Group's Citizens Financial Group position peaked at $1.96M in Q4 2022.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

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