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SBI Securities’s Citizens Financial Group CFG Stock Holding History

SBI Securities’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 		$76K Buy
1,084
+110
+11% +$7.09K ﹤0.01% 1014
2026
Q1 		$58.4K Sell
974
-102
-9% -$6.27K ﹤0.01% 1038
2025
Q4 		$62.8K Sell
1,076
-11
-1% -$591 ﹤0.01% 1000
2025
Q3 		$57.8K Sell
1,087
-453
-29% -$22.5K ﹤0.01% 1031
2025
Q2 		$68.9K Buy
1,540
+61
+4% +$2.4K ﹤0.01% 936
2025
Q1 		$60.6K Sell
1,479
-33
-2% -$1.47K ﹤0.01% 912
2024
Q4 		$66.2K Buy
+1,512
New +$66.9K ﹤0.01% 894

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

SBI Securities's CFG Position: Q2 2026 in Review

SBI Securities increased its Citizens Financial Group (CFG) stake by 11% in Q2 2026, buying an estimated $7.09K and bringing the position to 1,084 shares worth $76K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

SBI Securities first reported a position in CFG in Q4 2024 and has held it in 7 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • SBI Securities held 1,084 shares of Citizens Financial Group worth $76K as of Q2 2026.
  • SBI Securities bought 110 Citizens Financial Group shares in Q2 2026, an estimated $7.09K.
  • Citizens Financial Group made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1014 holding.
  • SBI Securities first reported a position in Citizens Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.