Minerva Advisors’s Citizens Financial Group CFG Stock Holding History

Minerva Advisors’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	$1.51M	Hold	21,485	–	–	0.95%	23
2026 Q1	$1.29M	Hold	21,485	–	–	0.83%	23
2025 Q4	$1.25M	Hold	21,485	–	–	0.84%	23
2025 Q3	$1.14M	Sell	21,485 -2,100	-9%	-$105K	0.73%	28
2025 Q2	$1.06M	Hold	23,585	–	–	0.69%	26
2025 Q1	$966K	Hold	23,585	–	–	0.69%	27
2024 Q4	$1.03M	Hold	23,585	–	–	0.6%	29
2024 Q3	$969K	Hold	23,585	–	–	0.56%	30
2024 Q2	$849K	Hold	23,585	–	–	0.57%	30
2024 Q1	$856K	Hold	23,585	–	–	0.52%	30
2023 Q4	$782K	Hold	23,585	–	–	0.49%	33
2023 Q3	$632K	Hold	23,585	–	–	0.44%	36
2023 Q2	$615K	Hold	23,585	–	–	0.43%	38
2023 Q1	$716K	Hold	23,585	–	–	0.52%	37
2022 Q4	$928K	Hold	23,585	–	–	0.69%	31
2022 Q3	$811K	Hold	23,585	–	–	0.61%	32
2022 Q2	$843K	Buy	+23,585	New	+$931K	0.61%	32

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Minerva Advisors's CFG Position: Q2 2026 in Review

Minerva Advisors held its Citizens Financial Group (CFG) position steady in Q2 2026 at 21,485 shares worth $1.51M. The position accounts for 0.95% of the portfolio, ranked #23.

Minerva Advisors first reported a position in CFG in Q2 2022 and has held it in 17 quarters since. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Minerva Advisors held 21,485 shares of Citizens Financial Group worth $1.51M as of Q2 2026.
Minerva Advisors left its Citizens Financial Group share count unchanged in Q2 2026.
Citizens Financial Group made up 0.95% of Minerva Advisors's portfolio in Q2 2026, its #23 holding.
Minerva Advisors first reported a position in Citizens Financial Group in Q2 2022 and has held it in 17 quarters since.
1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Minerva Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.