Rakuten Investment Management
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Rakuten Investment Management’s Citizens Financial Group CFG Stock Holding History

Rakuten Investment 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 		$4.88M Buy
69,289
+5,992
+9% +$386K 0.01% 289
2026
Q1 		$3.64M Buy
63,297
+6,719
+12% +$413K 0.01% 305
2025
Q4 		$3.35M Buy
56,578
+38,123
+207% +$2.05M 0.01% 346
2025
Q3 		$2.89M Buy
+18,455
New +$919K 0.01% 338
2025
Q1 		$1.61M Buy
+40,053
New +$1.79M 0.01% 423
2024
Q3 		$1.04M Buy
25,525
+6,104
+31% +$247K 0.01% 344
2024
Q2 		$673K Buy
19,421
+6,883
+55% +$240K ﹤0.01% 350
2024
Q1 		$455K Buy
12,538
+11,380
+983% +$373K ﹤0.01% 345
2023
Q4 		$38.9K Buy
+1,158
New +$31.9K ﹤0.01% 340

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 $3.38T AUM 44.17% 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 $45.5B AUM 15.2% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Rakuten Investment Management's CFG Position: Q2 2026 in Review

Rakuten Investment Management increased its Citizens Financial Group (CFG) stake by 9.5% in Q2 2026, buying an estimated $386K and bringing the position to 69,289 shares worth $4.88M. The position accounts for 0.01% of the portfolio, ranked #289.

Rakuten Investment Management first reported a position in CFG in Q4 2023 and has held it in 9 quarters since. 1,101 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Rakuten Investment Management held 69,289 shares of Citizens Financial Group worth $4.88M as of Q2 2026.
  • Rakuten Investment Management bought 5,992 Citizens Financial Group shares in Q2 2026, an estimated $386K.
  • Citizens Financial Group made up 0.01% of Rakuten Investment Management's portfolio in Q2 2026, its #289 holding.
  • Rakuten Investment Management first reported a position in Citizens Financial Group in Q4 2023 and has held it in 9 quarters since.
  • 1,101 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.