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Pinion Investment Advisors’s Citizens Financial Group CFG Stock Holding History

Pinion Investment Advisors’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 		$468K Buy
6,675
+256
+4% +$16.5K 0.09% 135
2026
Q1 		$385K Buy
6,419
+48
+0.8% +$2.95K 0.09% 127
2025
Q4 		$372K Sell
6,371
-271
-4% -$14.6K 0.09% 123
2025
Q3 		$347K Buy
6,642
+51
+0.8% +$2.54K 0.09% 125
2025
Q2 		$295K Buy
6,591
+1,624
+33% +$63.9K 0.1% 135
2025
Q1 		$204K Buy
4,967
+4
+0.1% +$178 0.04% 149
2024
Q4 		$217K Buy
+4,963
New +$219K 0.09% 148
2024
Q2 		– Sell
-6,321
Closed -$229K – 143
2024
Q1 		$229K Buy
6,321
+15
+0.2% +$492 0.12% 133
2023
Q4 		$209K Sell
6,306
-2,327
-27% -$64K 0.13% 143
2023
Q3 		$231K Buy
8,633
+72
+0.8% +$2.06K 0.15% 147
2023
Q2 		$223K Buy
+8,561
New +$236K 0.15% 154
2023
Q1 		– Sell
-7,521
Closed -$296K – 123
2022
Q4 		$296K Sell
7,521
-3,050
-29% -$119K 0.28% 98
2022
Q3 		$363K Buy
10,571
+35
+0.3% +$1.29K 0.32% 102
2022
Q2 		$376K Buy
10,536
+1,628
+18% +$64.3K 0.31% 107
2022
Q1 		$404K Buy
8,908
+863
+11% +$44.4K 0.28% 115
2021
Q4 		$380K Sell
8,045
-25
-0.3% -$1.2K 0.26% 116
2021
Q3 		$379K Buy
8,070
+1,020
+14% +$44.8K 0.31% 103
2021
Q2 		$323K Buy
7,050
+1,223
+21% +$57.7K 0.26% 115
2021
Q1 		$257K Buy
+5,827
New +$243K 0.24% 125

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

Pinion Investment Advisors's CFG Position: Q2 2026 in Review

Pinion Investment Advisors increased its Citizens Financial Group (CFG) stake by 4% in Q2 2026, buying an estimated $16.5K and bringing the position to 6,675 shares worth $468K. The position accounts for 0.09% of the portfolio, ranked #135.

Pinion Investment Advisors first reported a position in CFG in Q1 2021 and has held it in 19 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Pinion Investment Advisors held 6,675 shares of Citizens Financial Group worth $468K as of Q2 2026.
  • Pinion Investment Advisors bought 256 Citizens Financial Group shares in Q2 2026, an estimated $16.5K.
  • Citizens Financial Group made up 0.09% of Pinion Investment Advisors's portfolio in Q2 2026, its #135 holding.
  • Pinion Investment Advisors first reported a position in Citizens Financial Group in Q1 2021 and has held it in 19 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.