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Ross\Johnson & Associates’s Citizens Financial Group CFG Stock Holding History

Ross\Johnson & Associates’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 		$70 Buy
+1
New +$64 ﹤0.01% 322
2026
Q1 		– Sell
-7
Closed -$409 – 242
2025
Q4 		$409 Buy
+7
New +$376 0.01% 173

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

Ross\Johnson & Associates's CFG Position: Q2 2026 in Review

Ross\Johnson & Associates opened a new position in Citizens Financial Group (CFG) in Q2 2026: 1 share worth $70. The stake represents ﹤0.01% of the portfolio and ranks #322 among its holdings. This is a return to the name: Ross\Johnson & Associates previously reported a position in CFG as recently as Q4 2025.

Ross\Johnson & Associates first reported a position in CFG in Q4 2025 and has held it in 2 quarters since. The position peaked at $409 in Q4 2025. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Ross\Johnson & Associates held 1 share of Citizens Financial Group worth $70 as of Q2 2026.
  • Citizens Financial Group was a new Ross\Johnson & Associates position in Q2 2026.
  • Citizens Financial Group made up ﹤0.01% of Ross\Johnson & Associates's portfolio in Q2 2026, its #322 holding.
  • Ross\Johnson & Associates first reported a position in Citizens Financial Group in Q4 2025 and has held it in 2 quarters since.
  • Ross\Johnson & Associates's Citizens Financial Group position peaked at $409 in Q4 2025.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Ross\Johnson & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.