MFG
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Merit Financial Group’s Citizens Financial Group CFG Stock Holding History

Merit Financial Group’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 		$4.95M Buy
70,592
+5,200
+8% +$335K 0.03% 440
2026
Q1 		$3.92M Buy
65,392
+18,870
+41% +$1.16M 0.03% 460
2025
Q4 		$2.72M Buy
46,522
+14,063
+43% +$756K 0.02% 531
2025
Q3 		$1.73M Buy
32,459
+3,610
+13% +$180K 0.02% 636
2025
Q2 		$1.29M Sell
28,849
-15,549
-35% -$612K 0.01% 671
2025
Q1 		$1.82M Buy
44,398
+24,316
+121% +$1.08M 0.03% 456
2024
Q4 		$879K Buy
+20,082
New +$888K 0.02% 539
2024
Q3 		– Sell
-13,201
Closed -$476K – 846
2024
Q2 		$476K Buy
13,201
+7,031
+114% +$245K 0.01% 589
2024
Q1 		$218K Buy
+6,170
New +$202K 0.01% 795

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

Merit Financial Group's CFG Position: Q2 2026 in Review

Merit Financial Group increased its Citizens Financial Group (CFG) stake by 8% in Q2 2026, buying an estimated $335K and bringing the position to 70,592 shares worth $4.95M. The position accounts for 0.03% of the portfolio, ranked #440.

Merit Financial Group first reported a position in CFG in Q1 2024 and has held it in 9 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Merit Financial Group held 70,592 shares of Citizens Financial Group worth $4.95M as of Q2 2026.
  • Merit Financial Group bought 5,200 Citizens Financial Group shares in Q2 2026, an estimated $335K.
  • Citizens Financial Group made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #440 holding.
  • Merit Financial Group first reported a position in Citizens Financial Group in Q1 2024 and has held it in 9 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.