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&Partners’s Citizens Financial Group CFG Stock Holding History

&Partners’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 		$4.2M Buy
59,277
+23,710
+67% +$1.53M 0.02% 664
2026
Q1 		$2.13M Buy
35,567
+4,488
+14% +$276K 0.01% 870
2025
Q4 		$1.82M Buy
31,079
+5,450
+21% +$293K 0.01% 917
2025
Q3 		$1.36M Buy
25,629
+8,750
+52% +$436K 0.01% 947
2025
Q2 		$755K Buy
16,879
+2,718
+19% +$107K 0.01% 1132
2025
Q1 		$570K Buy
14,161
+4,685
+49% +$209K 0.01% 1074
2024
Q4 		$422K Buy
9,476
+3,824
+68% +$169K 0.01% 1150
2024
Q3 		$232K Buy
+5,652
New +$228K ﹤0.01% 1233

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

&Partners's CFG Position: Q2 2026 in Review

&Partners increased its Citizens Financial Group (CFG) stake by 67% in Q2 2026, buying an estimated $1.53M and bringing the position to 59,277 shares worth $4.2M. The position accounts for 0.02% of the portfolio, ranked #664.

&Partners first reported a position in CFG in Q3 2024 and has held it in 8 quarters since. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • &Partners held 59,277 shares of Citizens Financial Group worth $4.2M as of Q2 2026.
  • &Partners bought 23,710 Citizens Financial Group shares in Q2 2026, an estimated $1.53M.
  • Citizens Financial Group made up 0.02% of &Partners's portfolio in Q2 2026, its #664 holding.
  • &Partners first reported a position in Citizens Financial Group in Q3 2024 and has held it in 8 quarters since.
  • 1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.