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Portfolio Design Labs’s Citizens Financial Group CFG Stock Holding History

Portfolio Design Labs’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 		$615K Sell
8,779
-17,271
-66% -$1.11M 0.1% 144
2026
Q1 		$1.56M Sell
26,050
-6,361
-20% -$391K 0.28% 72
2025
Q4 		$1.89M Buy
32,411
+2,671
+9% +$144K 0.31% 73
2025
Q3 		$1.58M Buy
+29,740
New +$1.48M 0.27% 81

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

Portfolio Design Labs's CFG Position: Q2 2026 in Review

Portfolio Design Labs reduced its Citizens Financial Group (CFG) stake by 66% in Q2 2026, selling an estimated $1.11M and leaving 8,779 shares worth $615K. The position accounts for 0.1% of the portfolio, ranked #144.

Portfolio Design Labs first reported a position in CFG in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.89M in Q4 2025. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Portfolio Design Labs held 8,779 shares of Citizens Financial Group worth $615K as of Q2 2026.
  • Portfolio Design Labs sold 17,271 Citizens Financial Group shares in Q2 2026, an estimated $1.11M.
  • Citizens Financial Group made up 0.1% of Portfolio Design Labs's portfolio in Q2 2026, its #144 holding.
  • Portfolio Design Labs first reported a position in Citizens Financial Group in Q3 2025 and has held it in 4 quarters since.
  • Portfolio Design Labs's Citizens Financial Group position peaked at $1.89M in Q4 2025.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.