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LRI Investments’s Citizens Financial Group CFG Stock Holding History

LRI Investments’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 		$143K Buy
2,041
+24
+1% +$1.55K 0.01% 391
2026
Q1 		$121K Buy
2,017
+217
+12% +$13.3K 0.01% 383
2025
Q4 		$105K Sell
1,800
-845
-32% -$45.4K 0.01% 402
2025
Q3 		$141K Sell
2,645
-478
-15% -$23.8K 0.01% 354
2025
Q2 		$140K Sell
3,123
-169
-5% -$6.65K 0.01% 359
2025
Q1 		$135K Buy
3,292
+62
+2% +$2.77K 0.01% 342
2024
Q4 		$141K Sell
3,230
-377
-10% -$16.7K 0.01% 351
2024
Q3 		$168K Sell
3,607
-253
-7% -$10.2K 0.02% 314
2024
Q2 		$139K Buy
+3,860
New +$135K 0.02% 325

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

LRI Investments's CFG Position: Q2 2026 in Review

LRI Investments increased its Citizens Financial Group (CFG) stake by 1.2% in Q2 2026, buying an estimated $1.55K and bringing the position to 2,041 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #391.

LRI Investments first reported a position in CFG in Q2 2024 and has held it in 9 quarters since. The position peaked at $168K in Q3 2024. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • LRI Investments held 2,041 shares of Citizens Financial Group worth $143K as of Q2 2026.
  • LRI Investments bought 24 Citizens Financial Group shares in Q2 2026, an estimated $1.55K.
  • Citizens Financial Group made up 0.01% of LRI Investments's portfolio in Q2 2026, its #391 holding.
  • LRI Investments first reported a position in Citizens Financial Group in Q2 2024 and has held it in 9 quarters since.
  • LRI Investments's Citizens Financial Group position peaked at $168K in Q3 2024.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.