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Meitav Investment House’s Citizens Financial Group CFG Stock Holding History

Meitav Investment House’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 		$623K Buy
+8,896
New +$574K ﹤0.01% 255
2024
Q1 		– Sell
-6,529
Closed -$219K – 243
2023
Q4 		$219K Buy
+6,529
New +$180K ﹤0.01% 322
2023
Q3 		– Sell
-4,506
Closed -$117K – 365
2023
Q2 		$117K Buy
+4,506
New +$124K ﹤0.01% 379

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 $3.38T AUM 44.17% 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

Meitav Investment House's CFG Position: Q2 2026 in Review

Meitav Investment House opened a new position in Citizens Financial Group (CFG) in Q2 2026: 8,896 shares worth $623K. The stake represents ﹤0.01% of the portfolio and ranks #255 among its holdings. This is a return to the name: Meitav Investment House previously reported a position in CFG as recently as Q4 2023.

Meitav Investment House first reported a position in CFG in Q2 2023 and has held it in 3 quarters since. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Meitav Investment House held 8,896 shares of Citizens Financial Group worth $623K as of Q2 2026.
  • Citizens Financial Group was a new Meitav Investment House position in Q2 2026.
  • Citizens Financial Group made up ﹤0.01% of Meitav Investment House's portfolio in Q2 2026, its #255 holding.
  • Meitav Investment House first reported a position in Citizens Financial Group in Q2 2023 and has held it in 3 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.