PF
CFG icon

Phoenix Financial’s Citizens Financial Group CFG Stock Holding History

Phoenix Financial’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 		$2.34M Buy
33,075
+11,719
+55% +$756K 0.02% 187
2026
Q1 		$1.28M Buy
+21,356
New +$1.31M 0.01% 208

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

Phoenix Financial's CFG Position: Q2 2026 in Review

Phoenix Financial increased its Citizens Financial Group (CFG) stake by 55% in Q2 2026, buying an estimated $756K and bringing the position to 33,075 shares worth $2.34M. The position accounts for 0.02% of the portfolio, ranked #187.

Phoenix Financial first reported a position in CFG in Q1 2026 and has held it in 2 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Phoenix Financial held 33,075 shares of Citizens Financial Group worth $2.34M as of Q2 2026.
  • Phoenix Financial bought 11,719 Citizens Financial Group shares in Q2 2026, an estimated $756K.
  • Citizens Financial Group made up 0.02% of Phoenix Financial's portfolio in Q2 2026, its #187 holding.
  • Phoenix Financial first reported a position in Citizens Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.