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Lee Financial’s Citizens Financial Group CFG Stock Holding History

Lee Financial’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 		$2.49M Sell
35,480
-122
-0.3% -$7.87K 0.32% 29
2026
Q1 		$2.14M Sell
35,602
-157
-0.4% -$9.65K 0.3% 32
2025
Q4 		$2.09M Buy
35,759
+516
+1% +$27.7K 0.28% 34
2025
Q3 		$1.87M Sell
35,243
-354
-1% -$17.6K 0.23% 47
2025
Q2 		$1.59M Buy
35,597
+10,786
+43% +$425K 0.23% 49
2025
Q1 		$1.02M Buy
+24,811
New +$1.11M 0.16% 71
2023
Q4 		– Sell
-21
Closed -$563 – 869
2023
Q3 		$563 Hold
21
– – ﹤0.01% 797
2023
Q2 		$548 Sell
21
-85
-80% -$2.34K ﹤0.01% 744
2023
Q1 		$3.22K Buy
106
+44
+71% +$1.72K ﹤0.01% 585
2022
Q4 		$2.44K Buy
62
+3
+5% +$117 ﹤0.01% 655
2022
Q3 		$2K Buy
+59
New +$2.18K ﹤0.01% 652
2022
Q2 		– Sell
-69
Closed -$3K – 869
2022
Q1 		$3K Buy
69
+5
+8% +$257 ﹤0.01% 560
2021
Q4 		$3K Buy
+64
New +$3.08K ﹤0.01% 656
2020
Q3 		– Sell
-49
Closed -$1K – 531
2020
Q2 		$1K Hold
49
– – ﹤0.01% 501
2020
Q1 		$1K Hold
49
– – ﹤0.01% 457
2019
Q4 		$2K Hold
49
– – ﹤0.01% 459
2019
Q3 		$2K Hold
49
– – ﹤0.01% 473
2019
Q2 		$2K Hold
49
– – ﹤0.01% 480
2019
Q1 		$2K Sell
49
-140
-74% -$4.85K ﹤0.01% 466
2018
Q4 		$6K Hold
189
– – ﹤0.01% 347
2018
Q3 		$7K Sell
189
-195
-51% -$7.86K ﹤0.01% 375
2018
Q2 		$15K Hold
384
– – ﹤0.01% 399
2018
Q1 		$16K Buy
384
+195
+103% +$8.76K ﹤0.01% 384
2017
Q4 		$8K Buy
+189
New +$7.39K ﹤0.01% 367

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

Lee Financial's CFG Position: Q2 2026 in Review

Lee Financial reduced its Citizens Financial Group (CFG) stake by 0.34% in Q2 2026, selling an estimated $7.87K and leaving 35,480 shares worth $2.49M. The position accounts for 0.32% of the portfolio, ranked #29.

Lee Financial first reported a position in CFG in Q4 2017 and has held it in 24 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Lee Financial held 35,480 shares of Citizens Financial Group worth $2.49M as of Q2 2026.
  • Lee Financial sold 122 Citizens Financial Group shares in Q2 2026, an estimated $7.87K.
  • Citizens Financial Group made up 0.32% of Lee Financial's portfolio in Q2 2026, its #29 holding.
  • Lee Financial first reported a position in Citizens Financial Group in Q4 2017 and has held it in 24 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.