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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
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 $6.73T 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

Ogorek Anthony Joseph's CFG Position: Q2 2026 in Review

Ogorek Anthony Joseph held its Citizens Financial Group (CFG) position steady in Q2 2026 at 68 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Ogorek Anthony Joseph first reported a position in CFG in Q1 2025 and has held it in 6 quarters since. The position peaked at $10K in Q1 2025. 1,099 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Ogorek Anthony Joseph held 68 shares of Citizens Financial Group worth $4K as of Q2 2026.
  • Ogorek Anthony Joseph left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #515 holding.
  • Ogorek Anthony Joseph first reported a position in Citizens Financial Group in Q1 2025 and has held it in 6 quarters since.
  • Ogorek Anthony Joseph's Citizens Financial Group position peaked at $10K in Q1 2025.
  • 1,099 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.