Ritholtz Wealth Management’s Citizens Financial Group CFG Stock Holding History

Ritholtz Wealth 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	$1.36M	Buy	19,368 +9,632	+99%	+$621K	0.02%	532
2026 Q1	$584K	Buy	9,736 +2,382	+32%	+$146K	0.01%	734
2025 Q4	$430K	Buy	7,354 +2,049	+39%	+$110K	0.01%	767
2025 Q3	$282K	Buy	+5,305	New	+$264K	0.01%	859
2025 Q2	–	Sell	-11,051	Closed	-$453K	–	992
2025 Q1	$453K	Sell	11,051 -2,858	-21%	-$128K	0.01%	621
2024 Q4	$609K	Buy	13,909 +2,790	+25%	+$123K	0.02%	509
2024 Q3	$457K	Buy	11,119 +5,167	+87%	+$209K	0.01%	587
2024 Q2	$214K	Buy	+5,952	New	+$208K	0.01%	752

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Ritholtz Wealth Management's CFG Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Citizens Financial Group (CFG) stake by 99% in Q2 2026, buying an estimated $621K and bringing the position to 19,368 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #532.

Ritholtz Wealth Management first reported a position in CFG in Q2 2024 and has held it in 8 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Ritholtz Wealth Management held 19,368 shares of Citizens Financial Group worth $1.36M as of Q2 2026.
Ritholtz Wealth Management bought 9,632 Citizens Financial Group shares in Q2 2026, an estimated $621K.
Citizens Financial Group made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #532 holding.
Ritholtz Wealth Management first reported a position in Citizens Financial Group in Q2 2024 and has held it in 8 quarters since.
1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.