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Logan Capital Management’s Citizens Financial Group CFG Stock Holding History

Logan Capital 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 		$4.74K Buy
+68
New +$4.38K ﹤0.01% 376
2025
Q4 		– Sell
-145
Closed -$7.72K – 295
2025
Q3 		$7.72K Buy
145
+1
+0.7% +$50 ﹤0.01% 359
2025
Q2 		$6.44K Buy
144
+1
+0.7% +$39 ﹤0.01% 360
2025
Q1 		$5.84K Buy
143
+2
+1% +$89 ﹤0.01% 450
2024
Q4 		$6.18K Buy
+141
New +$6.24K ﹤0.01% 419
2022
Q1 		– Sell
-327
Closed -$15K – 532
2021
Q4 		$15K Hold
327
– – ﹤0.01% 433
2021
Q3 		$15K Hold
327
– – ﹤0.01% 438
2021
Q2 		$15K Buy
+327
New +$15.4K ﹤0.01% 434

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

Logan Capital Management's CFG Position: Q2 2026 in Review

Logan Capital Management opened a new position in Citizens Financial Group (CFG) in Q2 2026: 68 shares worth $4.74K. The stake represents ﹤0.01% of the portfolio and ranks #376 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in CFG as recently as Q3 2025.

Logan Capital Management first reported a position in CFG in Q2 2021 and has held it in 8 quarters since. The position peaked at $15K in Q4 2021. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Logan Capital Management held 68 shares of Citizens Financial Group worth $4.74K as of Q2 2026.
  • Citizens Financial Group was a new Logan Capital Management position in Q2 2026.
  • Citizens Financial Group made up ﹤0.01% of Logan Capital Management's portfolio in Q2 2026, its #376 holding.
  • Logan Capital Management first reported a position in Citizens Financial Group in Q2 2021 and has held it in 8 quarters since.
  • Logan Capital Management's Citizens Financial Group position peaked at $15K in Q4 2021.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.