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Silver Oak Securities’s Citizens Financial Group CFG Stock Holding History

Silver Oak 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 		$1.15M Buy
16,396
+2,271
+16% +$146K 0.07% 267
2026
Q1 		$847K Buy
14,125
+1,373
+11% +$84.4K 0.06% 299
2025
Q4 		$752K Buy
+12,752
New +$685K 0.05% 350

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

Silver Oak Securities's CFG Position: Q2 2026 in Review

Silver Oak Securities increased its Citizens Financial Group (CFG) stake by 16% in Q2 2026, buying an estimated $146K and bringing the position to 16,396 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #267.

Silver Oak Securities first reported a position in CFG in Q4 2025 and has held it in 3 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Silver Oak Securities held 16,396 shares of Citizens Financial Group worth $1.15M as of Q2 2026.
  • Silver Oak Securities bought 2,271 Citizens Financial Group shares in Q2 2026, an estimated $146K.
  • Citizens Financial Group made up 0.07% of Silver Oak Securities's portfolio in Q2 2026, its #267 holding.
  • Silver Oak Securities first reported a position in Citizens Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.