Ogorek Anthony Joseph
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Ogorek Anthony Joseph’s Citizens Financial Group CFG Stock Holding History

Ogorek Anthony Joseph’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
Q3 		$4K Sell
65
-3
-4% -$211 ﹤0.01% 550
2026
Q2 		$4K Hold
68
– – ﹤0.01% 515
2026
Q1 		$4K Sell
68
-95
-58% -$5.84K ﹤0.01% 504
2025
Q4 		$9K Hold
163
– – ﹤0.01% 384
2025
Q3 		$8K Hold
163
– – ﹤0.01% 421
2025
Q2 		$7K Sell
163
-83
-34% -$3.27K ﹤0.01% 424
2025
Q1 		$10K Buy
+246
New +$11K ﹤0.01% 358

Other funds holding CFG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Ogorek Anthony Joseph's CFG Position: Q3 2026 in Review

Ogorek Anthony Joseph reduced its Citizens Financial Group (CFG) stake by 4.4% in Q3 2026, selling an estimated $211 and leaving 65 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Ogorek Anthony Joseph first reported a position in CFG in Q1 2025 and has held it in 7 quarters since. The position peaked at $10K in Q1 2025. 917 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Ogorek Anthony Joseph held 65 shares of Citizens Financial Group worth $4K as of Q3 2026.
  • Ogorek Anthony Joseph sold 3 Citizens Financial Group shares in Q3 2026, an estimated $211.
  • Citizens Financial Group made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q3 2026, its #550 holding.
  • Ogorek Anthony Joseph first reported a position in Citizens Financial Group in Q1 2025 and has held it in 7 quarters since.
  • Ogorek Anthony Joseph's Citizens Financial Group position peaked at $10K in Q1 2025.
  • 917 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q3 2026, filed 12 Nov 2026.