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Platform Technology Partners’s Citizens Financial Group CFG Stock Holding History

Platform Technology 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 		$210K Buy
+2,998
New +$193K 0.03% 361
2022
Q4 		– Sell
-7,966
Closed -$274K – 211
2022
Q3 		$274K Sell
7,966
-2,994
-27% -$111K 0.16% 144
2022
Q2 		$391K Buy
+10,960
New +$433K 0.21% 117

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

Platform Technology Partners's CFG Position: Q2 2026 in Review

Platform Technology Partners opened a new position in Citizens Financial Group (CFG) in Q2 2026: 2,998 shares worth $210K. The stake represents 0.03% of the portfolio and ranks #361 among its holdings. This is a return to the name: Platform Technology Partners previously reported a position in CFG as recently as Q3 2022.

Platform Technology Partners first reported a position in CFG in Q2 2022 and has held it in 3 quarters since. The position peaked at $391K in Q2 2022. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Platform Technology Partners held 2,998 shares of Citizens Financial Group worth $210K as of Q2 2026.
  • Citizens Financial Group was a new Platform Technology Partners position in Q2 2026.
  • Citizens Financial Group made up 0.03% of Platform Technology Partners's portfolio in Q2 2026, its #361 holding.
  • Platform Technology Partners first reported a position in Citizens Financial Group in Q2 2022 and has held it in 3 quarters since.
  • Platform Technology Partners's Citizens Financial Group position peaked at $391K in Q2 2022.
  • 1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.