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Newman Dignan & Sheerar Inc’s Citizens Financial Group CFG Stock Holding History

Newman Dignan & Sheerar Inc’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 		$1.28M Sell
18,334
-91
-0.5% -$5.87K 0.25% 70
2026
Q1 		$1.1M Sell
18,425
-590
-3% -$36.3K 0.23% 75
2025
Q4 		$1.11M Sell
19,015
-470
-2% -$25.3K 0.23% 76
2025
Q3 		$1.04M Sell
19,485
-240
-1% -$11.9K 0.22% 78
2025
Q2 		$883K Sell
19,725
-628
-3% -$24.7K 0.2% 87
2025
Q1 		$834K Sell
20,353
-1,990
-9% -$88.8K 0.23% 86
2024
Q4 		$978K Buy
22,343
+11
+0% +$486 0.25% 83
2024
Q3 		$954K Sell
22,332
-573
-3% -$23.2K 0.23% 88
2024
Q2 		$825K Sell
22,905
-287
-1% -$10K 0.21% 93
2024
Q1 		$842K Buy
23,192
+265
+1% +$8.69K 0.23% 94
2023
Q4 		$760K Buy
22,927
+473
+2% +$13K 0.23% 96
2023
Q3 		$602K Sell
22,454
-296
-1% -$8.46K 0.2% 102
2023
Q2 		$593K Buy
22,750
+4,625
+26% +$127K 0.18% 107
2023
Q1 		$550K Buy
18,125
+4,628
+34% +$181K 0.18% 107
2022
Q4 		$531K Buy
13,497
+1,738
+15% +$67.9K 0.18% 108
2022
Q3 		$404K Buy
11,759
+1,241
+12% +$45.9K 0.06% 122
2022
Q2 		$375K Sell
10,518
-9
-0.1% -$355 0.13% 129
2022
Q1 		$477K Sell
10,527
-1,000
-9% -$51.4K 0.09% 114
2021
Q4 		$545K Sell
11,527
-491
-4% -$23.6K 0.17% 108
2021
Q3 		$565K Hold
12,018
– – 0.16% 101
2021
Q2 		$551K Buy
12,018
+118
+1% +$5.57K 0.19% 101
2021
Q1 		$5.25M Hold
11,900
– – 1.91% 12
2020
Q4 		$426K Sell
11,900
-5,516
-32% -$173K 0.07% 107
2020
Q3 		$440K Sell
17,416
-725
-4% -$18.4K 0.18% 103
2020
Q2 		$450K Sell
18,141
-1,982
-10% -$45K 0.19% 96
2020
Q1 		$374K Buy
20,123
+4,803
+31% +$157K 0.2% 100
2019
Q4 		$622K Buy
15,320
+617
+4% +$23.1K 0.07% 88
2019
Q3 		$520K Buy
+14,703
New +$513K 0.25% 91

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

Newman Dignan & Sheerar Inc's CFG Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its Citizens Financial Group (CFG) stake by 0.49% in Q2 2026, selling an estimated $5.87K and leaving 18,334 shares worth $1.28M. The position accounts for 0.25% of the portfolio, ranked #70.

Newman Dignan & Sheerar Inc first reported a position in CFG in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.25M in Q1 2021. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 18,334 shares of Citizens Financial Group worth $1.28M as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 91 Citizens Financial Group shares in Q2 2026, an estimated $5.87K.
  • Citizens Financial Group made up 0.25% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #70 holding.
  • Newman Dignan & Sheerar Inc first reported a position in Citizens Financial Group in Q3 2019 and has held it in 28 quarters since.
  • Newman Dignan & Sheerar Inc's Citizens Financial Group position peaked at $5.25M in Q1 2021.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.