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Richardson Financial Services’s Citizens Financial Group CFG Stock Holding History

Richardson Financial Services’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 		$268K Sell
3,818
-220
-5% -$14.2K 0.15% 138
2026
Q1 		$242K Sell
4,038
-145
-3% -$8.91K 0.15% 138
2025
Q4 		$244K Sell
4,183
-115
-3% -$6.18K 0.08% 140
2025
Q3 		$228K Sell
4,298
-220
-5% -$11K 0.14% 137
2025
Q2 		$208K Sell
4,518
-70
-2% -$2.75K 0.14% 146
2025
Q1 		$188K Hold
4,588
– – 0.14% 142
2024
Q4 		$200K Sell
4,588
-562
-11% -$24.9K 0.14% 135
2024
Q3 		$186K Hold
5,150
– – 0.12% 154
2024
Q2 		$186K Sell
5,150
-580
-10% -$20.2K 0.13% 142
2024
Q1 		$208K Sell
5,730
-125
-2% -$4.1K 0.15% 143
2023
Q4 		$194K Buy
+5,855
New +$161K 0.17% 130

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

Richardson Financial Services's CFG Position: Q2 2026 in Review

Richardson Financial Services reduced its Citizens Financial Group (CFG) stake by 5.4% in Q2 2026, selling an estimated $14.2K and leaving 3,818 shares worth $268K. The position accounts for 0.15% of the portfolio, ranked #138.

Richardson Financial Services first reported a position in CFG in Q4 2023 and has held it in 11 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Richardson Financial Services held 3,818 shares of Citizens Financial Group worth $268K as of Q2 2026.
  • Richardson Financial Services sold 220 Citizens Financial Group shares in Q2 2026, an estimated $14.2K.
  • Citizens Financial Group made up 0.15% of Richardson Financial Services's portfolio in Q2 2026, its #138 holding.
  • Richardson Financial Services first reported a position in Citizens Financial Group in Q4 2023 and has held it in 11 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.