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Red Cedar Investment Management’s Citizens Financial Group CFG Stock Holding History

Red Cedar 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 		$7.32M Hold
104,511
– – 0.69% 31
2026
Q1 		$6.27M Sell
104,511
-672
-0.6% -$41.3K 0.65% 30
2025
Q4 		$6.14M Buy
105,183
+15,700
+18% +$844K 0.66% 31
2025
Q3 		$4.76M Buy
89,483
+58,871
+192% +$2.93M 0.56% 32
2025
Q2 		$1.37M Hold
30,612
– – 0.17% 67
2025
Q1 		$1.25M Buy
+30,612
New +$1.37M 0.17% 67

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

Red Cedar Investment Management's CFG Position: Q2 2026 in Review

Red Cedar Investment Management held its Citizens Financial Group (CFG) position steady in Q2 2026 at 104,511 shares worth $7.32M. The position accounts for 0.69% of the portfolio, ranked #31.

Red Cedar Investment Management first reported a position in CFG in Q1 2025 and has held it in 6 quarters since. 1,099 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Red Cedar Investment Management held 104,511 shares of Citizens Financial Group worth $7.32M as of Q2 2026.
  • Red Cedar Investment Management left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up 0.69% of Red Cedar Investment Management's portfolio in Q2 2026, its #31 holding.
  • Red Cedar Investment Management first reported a position in Citizens Financial Group in Q1 2025 and has held it in 6 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Red Cedar Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.