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SmartHarvest Portfolios’s Citizens Financial Group CFG Stock Holding History

SmartHarvest Portfolios’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 		$243K Buy
+3,471
New +$224K 0.08% 297
2026
Q1 		– Sell
-3,492
Closed -$204K – 400
2025
Q4 		$204K Buy
+3,492
New +$188K 0.07% 311

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

SmartHarvest Portfolios's CFG Position: Q2 2026 in Review

SmartHarvest Portfolios opened a new position in Citizens Financial Group (CFG) in Q2 2026: 3,471 shares worth $243K. The stake represents 0.08% of the portfolio and ranks #297 among its holdings. This is a return to the name: SmartHarvest Portfolios previously reported a position in CFG as recently as Q4 2025.

SmartHarvest Portfolios first reported a position in CFG in Q4 2025 and has held it in 2 quarters since. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • SmartHarvest Portfolios held 3,471 shares of Citizens Financial Group worth $243K as of Q2 2026.
  • Citizens Financial Group was a new SmartHarvest Portfolios position in Q2 2026.
  • Citizens Financial Group made up 0.08% of SmartHarvest Portfolios's portfolio in Q2 2026, its #297 holding.
  • SmartHarvest Portfolios first reported a position in Citizens Financial Group in Q4 2025 and has held it in 2 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on SmartHarvest Portfolios's 13F filing for Q2 2026, filed 4 Aug 2026.