Newbridge Financial Services Group’s Citizens Financial Group CFG Stock Holding History

Newbridge Financial Services 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	$40K	Buy	571 +450	+372%	+$29K	0.01%	537
2026 Q1	$7.26K	Hold	121	–	–	﹤0.01%	848
2025 Q4	$7.07K	Hold	121	–	–	﹤0.01%	840
2025 Q3	$6.43K	Sell	121 -21	-15%	-$1.04K	﹤0.01%	982
2025 Q2	$6.36K	Buy	142 +21	+17%	+$827	﹤0.01%	985
2025 Q1	$4.96K	Buy	+121	New	+$5.4K	﹤0.01%	799
2023 Q2	–	Sell	-200	Closed	-$6.07K	–	1360
2023 Q1	$6.07K	Buy	+200	New	+$7.83K	﹤0.01%	1020
2022 Q4	–	Sell	-55	Closed	-$2K	–	1453
2022 Q3	$2K	Buy	55 +1	+2%	+$37	﹤0.01%	1181
2022 Q2	$2K	Sell	54 -100	-65%	-$3.95K	﹤0.01%	1157
2022 Q1	$7K	Buy	+154	New	+$7.92K	﹤0.01%	1015

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

Newbridge Financial Services Group's CFG Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Citizens Financial Group (CFG) stake by 372% in Q2 2026, buying an estimated $29K and bringing the position to 571 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #537.

Newbridge Financial Services Group first reported a position in CFG in Q1 2022 and has held it in 10 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Newbridge Financial Services Group held 571 shares of Citizens Financial Group worth $40K as of Q2 2026.
Newbridge Financial Services Group bought 450 Citizens Financial Group shares in Q2 2026, an estimated $29K.
Citizens Financial Group made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #537 holding.
Newbridge Financial Services Group first reported a position in Citizens Financial Group in Q1 2022 and has held it in 10 quarters since.
1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.