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Sowell Financial Services’s Citizens Financial Group CFG Stock Holding History

Sowell Financial Services’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 		$419K Sell
5,978
-270
-4% -$17.4K 0.01% 720
2026
Q1 		$375K Buy
6,248
+780
+14% +$47.9K 0.01% 750
2025
Q4 		$319K Buy
5,468
+294
+6% +$15.8K 0.01% 812
2025
Q3 		$275K Sell
5,174
-140
-3% -$6.97K 0.01% 842
2025
Q2 		$238K Buy
+5,314
New +$209K 0.01% 888
2022
Q2 		– Sell
-12,751
Closed -$495K – 288
2022
Q1 		$495K Buy
+12,751
New +$655K 0.09% 135
2021
Q2 		– Sell
-11,659
Closed -$573K – 889
2021
Q1 		$573K Sell
11,659
-1,206
-9% -$50.2K 0.02% 594
2020
Q4 		$460K Buy
12,865
+1,025
+9% +$32.2K 0.02% 549
2020
Q3 		$299K Buy
11,840
+11,559
+4,114% +$293K 0.01% 617
2020
Q2 		$7K Sell
281
-484
-63% -$11K ﹤0.01% 1790
2020
Q1 		$14K Sell
765
-22
-3% -$718 ﹤0.01% 1496
2019
Q4 		$32K Sell
787
-25
-3% -$936 ﹤0.01% 1293
2019
Q3 		$29K Buy
+812
New +$28.3K ﹤0.01% 1154

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

Sowell Financial Services's CFG Position: Q2 2026 in Review

Sowell Financial Services reduced its Citizens Financial Group (CFG) stake by 4.3% in Q2 2026, selling an estimated $17.4K and leaving 5,978 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #720.

Sowell Financial Services first reported a position in CFG in Q3 2019 and has held it in 13 quarters since. The position peaked at $573K in Q1 2021. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Sowell Financial Services held 5,978 shares of Citizens Financial Group worth $419K as of Q2 2026.
  • Sowell Financial Services sold 270 Citizens Financial Group shares in Q2 2026, an estimated $17.4K.
  • Citizens Financial Group made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #720 holding.
  • Sowell Financial Services first reported a position in Citizens Financial Group in Q3 2019 and has held it in 13 quarters since.
  • Sowell Financial Services's Citizens Financial Group position peaked at $573K in Q1 2021.
  • 1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.