Moody Lynn & Lieberson’s Citizens Financial Group CFG Stock Holding History

Moody Lynn & Lieberson’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	$384K	Buy	+5,484	New	+$354K	0.02%	197

Other funds holding CFG

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Moody Lynn & Lieberson's CFG Position: Q2 2026 in Review

Moody Lynn & Lieberson opened a new position in Citizens Financial Group (CFG) in Q2 2026: 5,484 shares worth $384K. The stake represents 0.02% of the portfolio and ranks #197 among its holdings.

380 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Moody Lynn & Lieberson held 5,484 shares of Citizens Financial Group worth $384K as of Q2 2026.
Citizens Financial Group was a new Moody Lynn & Lieberson position in Q2 2026.
Citizens Financial Group made up 0.02% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #197 holding.
380 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.