Princeton Global Asset Management’s Citizens Financial Group CFG Stock Holding History

Princeton Global Asset Management’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	$11.8K	Buy	168 +39	+30%	+$2.52K	﹤0.01%	562
2026 Q1	$7.74K	Hold	129	–	–	﹤0.01%	620
2025 Q4	$7.54K	Hold	129	–	–	﹤0.01%	625
2025 Q3	$6.86K	Hold	129	–	–	﹤0.01%	593
2025 Q2	$5.77K	Buy	+129	New	+$5.08K	﹤0.01%	596
2020 Q2	–	Sell	-62,411	Closed	-$1.17M	–	513
2020 Q1	$1.17M	Buy	62,411 +7,702	+14%	+$251K	0.52%	63
2019 Q4	$2.22M	Buy	54,709 +6,378	+13%	+$239K	0.9%	30
2019 Q3	$1.65M	Buy	48,331 +3,648	+8%	+$127K	0.94%	31
2019 Q2	$1.58M	Buy	44,683 +1,889	+4%	+$65.8K	0.95%	32
2019 Q1	$1.39M	Buy	42,794 +4,360	+11%	+$151K	0.95%	32
2018 Q4	$1.14M	Buy	+38,434	New	+$1.35M	1.01%	31

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Princeton Global Asset Management's CFG Position: Q2 2026 in Review

Princeton Global Asset Management increased its Citizens Financial Group (CFG) stake by 30% in Q2 2026, buying an estimated $2.52K and bringing the position to 168 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Princeton Global Asset Management first reported a position in CFG in Q4 2018 and has held it in 11 quarters since. The position peaked at $2.22M in Q4 2019. 1,099 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Princeton Global Asset Management held 168 shares of Citizens Financial Group worth $11.8K as of Q2 2026.
Princeton Global Asset Management bought 39 Citizens Financial Group shares in Q2 2026, an estimated $2.52K.
Citizens Financial Group made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #562 holding.
Princeton Global Asset Management first reported a position in Citizens Financial Group in Q4 2018 and has held it in 11 quarters since.
Princeton Global Asset Management's Citizens Financial Group position peaked at $2.22M in Q4 2019.
1,099 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.