Raymond James Financial
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Raymond James Financial’s Citizens Financial Group CFG Stock Holding History

Raymond James Financial’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 		$97.4M Sell
1,389,728
-191,381
-12% -$12.3M 0.03% 581
2026
Q1 		$94.6M Buy
1,581,109
+109,048
+7% +$6.7M 0.03% 537
2025
Q4 		$86M Sell
1,472,061
-152,830
-9% -$8.21M 0.03% 568
2025
Q3 		$86.4M Buy
1,624,891
+339,306
+26% +$16.9M 0.03% 554
2025
Q2 		$57.5M Buy
1,285,585
+103,906
+9% +$4.09M 0.02% 685
2025
Q1 		$48.4M Sell
1,181,679
-109,077
-8% -$4.87M 0.02% 741
2024
Q4 		$56.5M Buy
+1,290,756
New +$57.1M 0.02% 659

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 $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

Raymond James Financial's CFG Position: Q2 2026 in Review

Raymond James Financial reduced its Citizens Financial Group (CFG) stake by 12% in Q2 2026, selling an estimated $12.3M and leaving 1,389,728 shares worth $97.4M. The position accounts for 0.03% of the portfolio, ranked #581.

Raymond James Financial first reported a position in CFG in Q4 2024 and has held it in 7 quarters since. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Raymond James Financial held 1,389,728 shares of Citizens Financial Group worth $97.4M as of Q2 2026.
  • Raymond James Financial sold 191,381 Citizens Financial Group shares in Q2 2026, an estimated $12.3M.
  • Citizens Financial Group made up 0.03% of Raymond James Financial's portfolio in Q2 2026, its #581 holding.
  • Raymond James Financial first reported a position in Citizens Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.