LECAP Asset Management’s Citizens Financial Group CFG Stock Holding History

LECAP 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	$1.03M	Buy	14,675 +5,418	+59%	+$349K	0.44%	85
2026 Q1	$555K	Sell	9,257 -12,084	-57%	-$743K	0.21%	183
2025 Q4	$1.25M	Buy	+21,341	New	+$1.15M	0.5%	70
2025 Q3	–	Sell	-9,984	Closed	-$447K	–	293
2025 Q2	$447K	Sell	9,984 -4,498	-31%	-$177K	0.16%	224
2025 Q1	$593K	Buy	+14,482	New	+$646K	0.14%	225
2024 Q4	–	Sell	-54,188	Closed	-$2.23M	–	306
2024 Q3	$2.23M	Sell	54,188 -8,705	-14%	-$352K	0.48%	74
2024 Q2	$2.27M	Buy	62,893 +7,223	+13%	+$252K	0.49%	69
2024 Q1	$2.02M	Buy	+55,670	New	+$1.83M	0.42%	86

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

LECAP Asset Management's CFG Position: Q2 2026 in Review

LECAP Asset Management increased its Citizens Financial Group (CFG) stake by 59% in Q2 2026, buying an estimated $349K and bringing the position to 14,675 shares worth $1.03M. The position accounts for 0.44% of the portfolio, ranked #85.

LECAP Asset Management first reported a position in CFG in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.27M in Q2 2024. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

LECAP Asset Management held 14,675 shares of Citizens Financial Group worth $1.03M as of Q2 2026.
LECAP Asset Management bought 5,418 Citizens Financial Group shares in Q2 2026, an estimated $349K.
Citizens Financial Group made up 0.44% of LECAP Asset Management's portfolio in Q2 2026, its #85 holding.
LECAP Asset Management first reported a position in Citizens Financial Group in Q1 2024 and has held it in 8 quarters since.
LECAP Asset Management's Citizens Financial Group position peaked at $2.27M in Q2 2024.
1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.