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Patriot Financial Group Insurance Agency’s Citizens Financial Group CFG Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-4,130
Closed -$248K – 517
2026
Q1 		$248K Buy
+4,130
New +$254K 0.01% 615
2022
Q3 		– Sell
-1,815
Closed -$65K – 647
2022
Q2 		$65K Buy
1,815
+306
+20% +$12.1K 0.01% 650
2022
Q1 		$68K Sell
1,509
-175
-10% -$9K 0.01% 694
2021
Q4 		$80K Buy
1,684
+1
+0.1% +$48 0.01% 713
2021
Q3 		$79K Buy
1,683
+40
+2% +$1.76K 0.01% 719
2021
Q2 		$75K Buy
1,643
+240
+17% +$11.3K 0.01% 707
2021
Q1 		$62K Buy
1,403
+351
+33% +$14.6K 0.01% 699
2020
Q4 		$38K Buy
1,052
+25
+2% +$784 0.01% 770
2020
Q3 		$26K Buy
1,027
+1,012
+6,747% +$25.7K 0.01% 712
2020
Q2 		$0 Hold
15
– – ﹤0.01% 1668
2020
Q1 		$0 Hold
15
– – ﹤0.01% 1578
2019
Q4 		$1K Hold
15
– – ﹤0.01% 1178
2019
Q3 		$1K Sell
15
-59
-80% -$2.06K ﹤0.01% 1153
2019
Q2 		$3K Sell
74
-7
-9% -$244 ﹤0.01% 1028
2019
Q1 		$3K Buy
+81
New +$2.81K ﹤0.01% 930
2018
Q2 		– Sell
-95
Closed -$4K – 632
2018
Q1 		$4K Hold
95
– – ﹤0.01% 761
2017
Q4 		$4K Hold
95
– – ﹤0.01% 759
2017
Q3 		$4K Hold
95
– – ﹤0.01% 722
2017
Q2 		$4K Buy
+95
New +$3.37K ﹤0.01% 707

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

Patriot Financial Group Insurance Agency's CFG Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Citizens Financial Group (CFG) in Q2 2026, closing a stake of 4,130 shares — an estimated $248K sold.

Patriot Financial Group Insurance Agency first reported a position in CFG in Q2 2017 and held it in 19 quarters. The position peaked at $248K in Q1 2026. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Citizens Financial Group position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4,130 Citizens Financial Group shares in Q2 2026, an estimated $248K.
  • Patriot Financial Group Insurance Agency first reported a position in Citizens Financial Group in Q2 2017 and held it in 19 quarters.
  • Patriot Financial Group Insurance Agency's Citizens Financial Group position peaked at $248K in Q1 2026.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.