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Rothschild Investment LLC’s Citizens Financial Group CFG Stock Holding History

Rothschild Investment LLC’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 		$2.48M Buy
35,459
+23,037
+185% +$1.49M 0.09% 208
2026
Q1 		$745K Buy
12,422
+3,265
+36% +$201K 0.04% 321
2025
Q4 		$535K Buy
9,157
+7,721
+538% +$415K 0.03% 348
2025
Q3 		$76.3K Buy
1,436
+907
+171% +$45.1K ﹤0.01% 877
2025
Q2 		$23.7K Buy
529
+69
+15% +$2.72K ﹤0.01% 978
2025
Q1 		$18.8K Buy
460
+59
+15% +$2.63K ﹤0.01% 1017
2024
Q4 		$17.5K Sell
401
-9
-2% -$398 ﹤0.01% 1032
2024
Q3 		$16.8K Buy
410
+43
+12% +$1.74K ﹤0.01% 1037
2024
Q2 		$13.2K Buy
367
+15
+4% +$523 ﹤0.01% 1061
2024
Q1 		$12.8K Buy
352
+80
+29% +$2.62K ﹤0.01% 1017
2023
Q4 		$9.01K Buy
+272
New +$7.49K ﹤0.01% 1008

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

Rothschild Investment LLC's CFG Position: Q2 2026 in Review

Rothschild Investment LLC increased its Citizens Financial Group (CFG) stake by 185% in Q2 2026, buying an estimated $1.49M and bringing the position to 35,459 shares worth $2.48M. The position accounts for 0.09% of the portfolio, ranked #208.

Rothschild Investment LLC first reported a position in CFG in Q4 2023 and has held it in 11 quarters since. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Rothschild Investment LLC held 35,459 shares of Citizens Financial Group worth $2.48M as of Q2 2026.
  • Rothschild Investment LLC bought 23,037 Citizens Financial Group shares in Q2 2026, an estimated $1.49M.
  • Citizens Financial Group made up 0.09% of Rothschild Investment LLC's portfolio in Q2 2026, its #208 holding.
  • Rothschild Investment LLC first reported a position in Citizens Financial Group in Q4 2023 and has held it in 11 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.