Sound Income Strategies’s Citizens Financial Group CFG Stock Holding History

Sound Income Strategies’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	$20.9M	Buy	298,104 +1,945	+0.7%	+$125K	0.94%	30
2026 Q1	$17.9M	Sell	296,159 -9,107	-3%	-$560K	0.87%	36
2025 Q4	$18.6M	Sell	305,266 -18,063	-6%	-$970K	0.88%	37
2025 Q3	$16.8M	Sell	323,329 -11,724	-3%	-$584K	0.92%	37
2025 Q2	$15M	Buy	335,053 +112,654	+51%	+$4.43M	0.86%	42
2025 Q1	$9.11M	Buy	222,399 +6,882	+3%	+$307K	0.54%	58
2024 Q4	$9.43M	Buy	215,517 +215,495	+979,523%	+$9.53M	0.58%	55
2024 Q3	$904	Buy	22 +19	+633%	+$768	﹤0.01%	1258
2024 Q2	$108	Sell	3 -57	-95%	-$1.99K	﹤0.01%	1330
2024 Q1	$2.18K	Buy	60 +3	+5%	+$98	﹤0.01%	1043
2023 Q4	$1.89K	Buy	+57	New	+$1.57K	﹤0.01%	1068
2023 Q3	–	Sell	-1	Closed	-$20	–	1160
2023 Q2	$20	Buy	+1	New	+$28	﹤0.01%	1100
2020 Q3	–	Sell	-62	Closed	-$2K	–	848
2020 Q2	$2K	Hold	62	–	–	﹤0.01%	629
2020 Q1	$1K	Hold	62	–	–	﹤0.01%	643
2019 Q4	$3K	Hold	62	–	–	﹤0.01%	516
2019 Q3	$2K	Hold	62	–	–	﹤0.01%	525
2019 Q2	$2K	Hold	62	–	–	﹤0.01%	542
2019 Q1	$2K	Buy	+62	New	+$2.15K	﹤0.01%	538
2018 Q3	–	Sell	-2	Closed	–	–	709
2018 Q2	$0	Buy	+2	New	+$83	﹤0.01%	635

Other funds holding CFG

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Sound Income Strategies's CFG Position: Q2 2026 in Review

Sound Income Strategies increased its Citizens Financial Group (CFG) stake by 0.66% in Q2 2026, buying an estimated $125K and bringing the position to 298,104 shares worth $20.9M. The position accounts for 0.94% of the portfolio, ranked #30.

Sound Income Strategies first reported a position in CFG in Q2 2018 and has held it in 19 quarters since. 380 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Sound Income Strategies held 298,104 shares of Citizens Financial Group worth $20.9M as of Q2 2026.
Sound Income Strategies bought 1,945 Citizens Financial Group shares in Q2 2026, an estimated $125K.
Citizens Financial Group made up 0.94% of Sound Income Strategies's portfolio in Q2 2026, its #30 holding.
Sound Income Strategies first reported a position in Citizens Financial Group in Q2 2018 and has held it in 19 quarters since.
380 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.