OCM
CFG icon

Orion Capital Management’s Citizens Financial Group CFG Stock Holding History

Orion Capital 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 		$314K Hold
4,475
– – 0.1% 119
2026
Q1 		$268K Hold
4,475
– – 0.09% 120
2025
Q4 		$261K Hold
4,475
– – 0.09% 130
2025
Q3 		$238K Hold
4,475
– – 0.08% 137
2025
Q2 		$200K Hold
4,475
– – 0.08% 138
2025
Q1 		$183K Buy
+4,475
New +$200K 0.08% 136

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

Orion Capital Management's CFG Position: Q2 2026 in Review

Orion Capital Management held its Citizens Financial Group (CFG) position steady in Q2 2026 at 4,475 shares worth $314K. The position accounts for 0.1% of the portfolio, ranked #119.

Orion Capital Management first reported a position in CFG in Q1 2025 and has held it in 6 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Orion Capital Management held 4,475 shares of Citizens Financial Group worth $314K as of Q2 2026.
  • Orion Capital Management left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up 0.1% of Orion Capital Management's portfolio in Q2 2026, its #119 holding.
  • Orion Capital Management first reported a position in Citizens Financial Group in Q1 2025 and has held it in 6 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.