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Proficio Capital Partners’s Citizens Financial Group CFG Stock Holding History

Proficio Capital 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 		$526K Buy
+7,513
New +$484K 0.02% 320
2019
Q3 		– Sell
-1,211
Closed -$43K – 386
2019
Q2 		$43K Buy
1,211
+91
+8% +$3.17K 0.01% 426
2019
Q1 		$36K Buy
1,120
+401
+56% +$13.9K 0.01% 444
2018
Q4 		$21K Buy
719
+499
+227% +$17.5K 0.01% 518
2018
Q3 		$8K Buy
220
+47
+27% +$1.9K ﹤0.01% 850
2018
Q2 		$7K Buy
173
+51
+42% +$2.12K ﹤0.01% 903
2018
Q1 		$5K Buy
122
+11
+10% +$494 ﹤0.01% 992
2017
Q4 		$5K Buy
111
+46
+71% +$1.8K ﹤0.01% 958
2017
Q3 		$2K Sell
65
-20
-24% -$700 ﹤0.01% 1082
2017
Q2 		$3K Buy
85
+15
+21% +$532 ﹤0.01% 1030
2017
Q1 		$2K Buy
+70
New +$2.55K ﹤0.01% 1117
2016
Q2 		– Sell
-211
Closed -$4K – 1033
2016
Q1 		$4K Buy
211
+136
+181% +$2.88K ﹤0.01% 546
2015
Q4 		$2K Buy
+75
New +$1.89K ﹤0.01% 632

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

Proficio Capital Partners's CFG Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in Citizens Financial Group (CFG) in Q2 2026: 7,513 shares worth $526K. The stake represents 0.02% of the portfolio and ranks #320 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in CFG as recently as Q2 2019.

Proficio Capital Partners first reported a position in CFG in Q4 2015 and has held it in 13 quarters since. 1,099 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Proficio Capital Partners held 7,513 shares of Citizens Financial Group worth $526K as of Q2 2026.
  • Citizens Financial Group was a new Proficio Capital Partners position in Q2 2026.
  • Citizens Financial Group made up 0.02% of Proficio Capital Partners's portfolio in Q2 2026, its #320 holding.
  • Proficio Capital Partners first reported a position in Citizens Financial Group in Q4 2015 and has held it in 13 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.