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NEOS Investment Management’s Citizens Financial Group CFG Stock Holding History

NEOS Investment Management’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 		$4.86M Sell
69,380
-6,674
-9% -$430K 0.02% 367
2026
Q1 		$4.56M Buy
76,054
+2,711
+4% +$167K 0.02% 347
2025
Q4 		$4.28M Buy
73,343
+12,196
+20% +$655K 0.02% 353
2025
Q3 		$3.25M Buy
61,147
+19,502
+47% +$971K 0.02% 363
2025
Q2 		$1.86M Buy
41,645
+8,915
+27% +$351K 0.02% 384
2025
Q1 		$1.34M Buy
32,730
+6,261
+24% +$279K 0.03% 391
2024
Q4 		$1.16M Buy
26,469
+6,219
+31% +$275K 0.03% 377
2024
Q3 		$832K Buy
20,250
+4,060
+25% +$164K 0.03% 411
2024
Q2 		$583K Buy
16,190
+4,980
+44% +$174K 0.02% 419
2024
Q1 		$407K Buy
11,210
+4,588
+69% +$151K 0.03% 433
2023
Q4 		$219K Buy
+6,622
New +$182K 0.02% 479

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

NEOS Investment Management's CFG Position: Q2 2026 in Review

NEOS Investment Management reduced its Citizens Financial Group (CFG) stake by 8.8% in Q2 2026, selling an estimated $430K and leaving 69,380 shares worth $4.86M. The position accounts for 0.02% of the portfolio, ranked #367.

NEOS Investment Management first reported a position in CFG in Q4 2023 and has held it in 11 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • NEOS Investment Management held 69,380 shares of Citizens Financial Group worth $4.86M as of Q2 2026.
  • NEOS Investment Management sold 6,674 Citizens Financial Group shares in Q2 2026, an estimated $430K.
  • Citizens Financial Group made up 0.02% of NEOS Investment Management's portfolio in Q2 2026, its #367 holding.
  • NEOS Investment Management first reported a position in Citizens Financial Group in Q4 2023 and has held it in 11 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.