SAM
CFG icon

Smartleaf Asset Management’s Citizens Financial Group CFG Stock Holding History

Smartleaf Asset Management’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 		$674K Hold
9,572
– – 0.02% 493
2026
Q1 		$550K Buy
9,572
+1,209
+14% +$74.3K 0.02% 508
2025
Q4 		$493K Buy
8,363
+1,216
+17% +$65.3K 0.02% 534
2025
Q3 		$383K Buy
7,147
+2,753
+63% +$137K 0.02% 539
2025
Q2 		$195K Sell
4,394
-484
-10% -$19.1K 0.02% 589
2025
Q1 		$196K Sell
4,878
-596
-11% -$26.6K 0.02% 583
2024
Q4 		$238K Buy
5,474
+838
+18% +$37.1K 0.02% 493
2024
Q3 		$189K Buy
4,636
+1,323
+40% +$53.5K 0.02% 506
2024
Q2 		$115K Buy
3,313
+470
+17% +$16.4K 0.02% 537
2024
Q1 		$102K Buy
2,843
+2,554
+884% +$83.8K 0.02% 514
2023
Q4 		$9.7K Buy
+289
New +$7.96K ﹤0.01% 771

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

Smartleaf Asset Management's CFG Position: Q2 2026 in Review

Smartleaf Asset Management held its Citizens Financial Group (CFG) position steady in Q2 2026 at 9,572 shares worth $674K. The position accounts for 0.02% of the portfolio, ranked #493.

Smartleaf Asset Management first reported a position in CFG in Q4 2023 and has held it in 11 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Smartleaf Asset Management held 9,572 shares of Citizens Financial Group worth $674K as of Q2 2026.
  • Smartleaf Asset Management left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up 0.02% of Smartleaf Asset Management's portfolio in Q2 2026, its #493 holding.
  • Smartleaf Asset Management first reported a position in Citizens Financial Group in Q4 2023 and has held it in 11 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.