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Lynx Investment Advisory’s Citizens Financial Group CFG Stock Holding History

Lynx Investment Advisory’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 		$796K Buy
11,364
+2,713
+31% +$175K 0.26% 94
2026
Q1 		$519K Buy
8,651
+98
+1% +$6.02K 0.25% 93
2025
Q4 		$500K Sell
8,553
-53
-0.6% -$2.85K 0.27% 82
2025
Q3 		$458K Sell
8,606
-355
-4% -$17.7K 0.27% 83
2025
Q2 		$401K Buy
8,961
+243
+3% +$9.56K 0.26% 85
2025
Q1 		$357K Sell
8,718
-903
-9% -$40.3K 0.24% 88
2024
Q4 		$421K Sell
9,621
-19
-0.2% -$840 0.29% 81
2024
Q3 		$396K Buy
9,640
+90
+0.9% +$3.64K 0.29% 80
2024
Q2 		$344K Buy
+9,550
New +$333K 0.25% 84

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

Lynx Investment Advisory's CFG Position: Q2 2026 in Review

Lynx Investment Advisory increased its Citizens Financial Group (CFG) stake by 31% in Q2 2026, buying an estimated $175K and bringing the position to 11,364 shares worth $796K. The position accounts for 0.26% of the portfolio, ranked #94.

Lynx Investment Advisory first reported a position in CFG in Q2 2024 and has held it in 9 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Lynx Investment Advisory held 11,364 shares of Citizens Financial Group worth $796K as of Q2 2026.
  • Lynx Investment Advisory bought 2,713 Citizens Financial Group shares in Q2 2026, an estimated $175K.
  • Citizens Financial Group made up 0.26% of Lynx Investment Advisory's portfolio in Q2 2026, its #94 holding.
  • Lynx Investment Advisory first reported a position in Citizens Financial Group in Q2 2024 and has held it in 9 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.