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North Star Investment Management’s Citizens Financial Group CFG Stock Holding History

North Star 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 		$14.7K Hold
210
– – ﹤0.01% 991
2026
Q1 		$12.6K Hold
210
– – ﹤0.01% 979
2025
Q4 		$12.3K Buy
210
+10
+5% +$537 ﹤0.01% 922
2025
Q3 		$10.6K Hold
200
– – ﹤0.01% 902
2025
Q2 		$8.95K Hold
200
– – ﹤0.01% 906
2025
Q1 		$8.19K Hold
200
– – ﹤0.01% 891
2024
Q4 		$8.75K Hold
200
– – ﹤0.01% 896
2024
Q3 		$8.21K Hold
200
– – ﹤0.01% 882
2024
Q2 		$7.21K Hold
200
– – ﹤0.01% 863
2024
Q1 		$7.26K Hold
200
– – ﹤0.01% 913
2023
Q4 		$6.63K Sell
200
-22
-10% -$606 ﹤0.01% 909
2023
Q3 		$5.95K Hold
222
– – ﹤0.01% 925
2023
Q2 		$5.79K Hold
222
– – ﹤0.01% 943
2023
Q1 		$6.74K Hold
222
– – ﹤0.01% 938
2022
Q4 		$8.74K Buy
222
+22
+11% +$859 ﹤0.01% 871
2022
Q3 		$7K Hold
200
– – ﹤0.01% 858
2022
Q2 		$7K Hold
200
– – ﹤0.01% 883
2022
Q1 		$9K Hold
200
– – ﹤0.01% 884
2021
Q4 		$9K Hold
200
– – ﹤0.01% 918
2021
Q3 		$9K Hold
200
– – ﹤0.01% 879
2021
Q2 		$9K Hold
200
– – ﹤0.01% 860
2021
Q1 		$9K Hold
200
– – ﹤0.01% 820
2020
Q4 		$7K Hold
200
– – ﹤0.01% 828
2020
Q3 		$5K Hold
200
– – ﹤0.01% 845
2020
Q2 		$5K Hold
200
– – ﹤0.01% 817
2020
Q1 		$4K Sell
200
-1,880
-90% -$61.3K ﹤0.01% 837
2019
Q4 		$84K Hold
2,080
– – 0.01% 459
2019
Q3 		$74K Buy
+2,080
New +$72.6K 0.01% 475
2019
Q2 		– Sell
-1,880
Closed -$61K – 475
2019
Q1 		$61K Buy
+1,880
New +$65.1K 0.01% 519
2017
Q2 		– Sell
-63
Closed -$2K – 1080
2017
Q1 		$2K Buy
+63
New +$2.3K ﹤0.01% 961

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

North Star Investment Management's CFG Position: Q2 2026 in Review

North Star Investment Management held its Citizens Financial Group (CFG) position steady in Q2 2026 at 210 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

North Star Investment Management first reported a position in CFG in Q1 2017 and has held it in 30 quarters since. The position peaked at $84K in Q4 2019. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • North Star Investment Management held 210 shares of Citizens Financial Group worth $14.7K as of Q2 2026.
  • North Star Investment Management left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #991 holding.
  • North Star Investment Management first reported a position in Citizens Financial Group in Q1 2017 and has held it in 30 quarters since.
  • North Star Investment Management's Citizens Financial Group position peaked at $84K in Q4 2019.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.