SIC
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Salem Investment Counselors’s Citizens Financial Group CFG Stock Holding History

Salem Investment Counselors’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 		$79.5K Hold
1,135
– – ﹤0.01% 537
2026
Q1 		$68.1K Buy
+1,135
New +$69.8K ﹤0.01% 540
2025
Q4 		– Sell
-1,135
Closed -$60.3K – 514
2025
Q3 		$60.3K Hold
1,135
– – ﹤0.01% 566
2025
Q2 		$50.8K Hold
1,135
– – ﹤0.01% 585
2025
Q1 		$46.5K Hold
1,135
– – ﹤0.01% 585
2024
Q4 		$49.7K Hold
1,135
– – ﹤0.01% 580
2024
Q3 		$46.6K Hold
1,135
– – ﹤0.01% 593
2024
Q2 		$40.9K Buy
1,135
+1,000
+741% +$34.9K ﹤0.01% 603
2024
Q1 		$4.9K Hold
135
– – ﹤0.01% 930
2023
Q4 		$4.47K Hold
135
– – ﹤0.01% 921
2023
Q3 		$3.62K Hold
135
– – ﹤0.01% 927
2023
Q2 		$3.52K Sell
135
-693
-84% -$19.1K ﹤0.01% 956
2023
Q1 		$25.1K Hold
828
– – ﹤0.01% 650
2022
Q4 		$32.6K Sell
828
-50
-6% -$1.95K ﹤0.01% 581
2022
Q3 		$30K Buy
878
+828
+1,656% +$30.6K ﹤0.01% 564
2022
Q2 		$2K Hold
50
– – ﹤0.01% 964
2022
Q1 		$2K Hold
50
– – ﹤0.01% 921
2021
Q4 		$2K Hold
50
– – ﹤0.01% 995
2021
Q3 		$2K Hold
50
– – ﹤0.01% 901
2021
Q2 		$2K Hold
50
– – ﹤0.01% 830
2021
Q1 		$2K Hold
50
– – ﹤0.01% 796
2020
Q4 		$2K Hold
50
– – ﹤0.01% 752
2020
Q3 		$1K Hold
50
– – ﹤0.01% 667
2020
Q2 		$1K Buy
+50
New +$1.14K ﹤0.01% 664

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

Salem Investment Counselors's CFG Position: Q2 2026 in Review

Salem Investment Counselors held its Citizens Financial Group (CFG) position steady in Q2 2026 at 1,135 shares worth $79.5K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Salem Investment Counselors first reported a position in CFG in Q2 2020 and has held it in 24 quarters since. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Salem Investment Counselors held 1,135 shares of Citizens Financial Group worth $79.5K as of Q2 2026.
  • Salem Investment Counselors left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #537 holding.
  • Salem Investment Counselors first reported a position in Citizens Financial Group in Q2 2020 and has held it in 24 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.