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Optas LLC’s Citizens Financial Group CFG Stock Holding History

Optas LLC’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 		$329K Buy
4,698
+73
+2% +$4.71K 0.05% 292
2026
Q1 		$277K Sell
4,625
-4,475
-49% -$275K 0.04% 336
2025
Q4 		$532K Buy
+9,100
New +$489K 0.08% 166
2025
Q1 		– Sell
-4,659
Closed -$204K – 315
2024
Q4 		$204K Buy
+4,659
New +$206K 0.04% 250

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

Optas LLC's CFG Position: Q2 2026 in Review

Optas LLC increased its Citizens Financial Group (CFG) stake by 1.6% in Q2 2026, buying an estimated $4.71K and bringing the position to 4,698 shares worth $329K. The position accounts for 0.05% of the portfolio, ranked #292.

Optas LLC first reported a position in CFG in Q4 2024 and has held it in 4 quarters since. The position peaked at $532K in Q4 2025. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Optas LLC held 4,698 shares of Citizens Financial Group worth $329K as of Q2 2026.
  • Optas LLC bought 73 Citizens Financial Group shares in Q2 2026, an estimated $4.71K.
  • Citizens Financial Group made up 0.05% of Optas LLC's portfolio in Q2 2026, its #292 holding.
  • Optas LLC first reported a position in Citizens Financial Group in Q4 2024 and has held it in 4 quarters since.
  • Optas LLC's Citizens Financial Group position peaked at $532K in Q4 2025.
  • 1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.