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Principal Securities’s Citizens Financial Group CFG Stock Holding History

Principal Securities’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 		$434K Sell
6,192
-3,540
-36% -$228K 0.01% 1145
2026
Q1 		$584K Sell
9,732
-538
-5% -$33.1K 0.01% 915
2025
Q4 		$600K Sell
10,270
-642
-6% -$34.5K 0.01% 870
2025
Q3 		$580K Buy
10,912
+5,124
+89% +$255K 0.01% 857
2025
Q2 		$259K Sell
5,788
-1,472
-20% -$57.9K ﹤0.01% 1120
2025
Q1 		$318K Hold
7,260
– – 0.01% 947
2024
Q4 		$318K Buy
7,260
+1,959
+37% +$86.6K 0.01% 943
2024
Q3 		$218K Buy
5,301
+725
+16% +$29.3K 0.01% 1070
2024
Q2 		$165K Buy
4,576
+53
+1% +$1.85K ﹤0.01% 1119
2024
Q1 		$164K Buy
4,523
+318
+8% +$10.4K 0.01% 1097
2023
Q4 		$139K Buy
+4,205
New +$116K 0.01% 1070

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

Principal Securities's CFG Position: Q2 2026 in Review

Principal Securities reduced its Citizens Financial Group (CFG) stake by 36% in Q2 2026, selling an estimated $228K and leaving 6,192 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #1145.

Principal Securities first reported a position in CFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $600K in Q4 2025. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Principal Securities held 6,192 shares of Citizens Financial Group worth $434K as of Q2 2026.
  • Principal Securities sold 3,540 Citizens Financial Group shares in Q2 2026, an estimated $228K.
  • Citizens Financial Group made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1145 holding.
  • Principal Securities first reported a position in Citizens Financial Group in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Citizens Financial Group position peaked at $600K in Q4 2025.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.