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STALEY CAPITAL ADVISERS’s Citizens Financial Group CFG Stock Holding History

STALEY CAPITAL ADVISERS’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 		$1.75M Hold
25,000
– – 0.07% 93
2026
Q1 		$1.5M Hold
25,000
– – 0.06% 93
2025
Q4 		$1.46M Hold
25,000
– – 0.06% 97
2025
Q3 		$1.33M Hold
25,000
– – 0.05% 99
2025
Q2 		$1.12M Hold
25,000
– – 0.05% 110
2025
Q1 		$1.02M Hold
25,000
– – 0.05% 108
2024
Q4 		$1.09M Sell
25,000
-3,148
-11% -$139K 0.05% 103
2024
Q3 		$1.16M Sell
28,148
-8,000
-22% -$323K 0.05% 97
2024
Q2 		$1.3M Hold
36,148
– – 0.06% 97
2024
Q1 		$1.31M Hold
36,148
– – 0.06% 96
2023
Q4 		$1.2M Sell
36,148
-39
-0.1% -$1.07K 0.06% 96
2023
Q3 		$970K Buy
36,187
+39
+0.1% +$1.11K 0.05% 100
2023
Q2 		$943K Hold
36,148
– – 0.05% 103
2023
Q1 		$1.1M Hold
36,148
– – 0.06% 98
2022
Q4 		$1.42M Hold
36,148
– – 0.09% 86
2022
Q3 		$1.24M Sell
36,148
-275
-0.8% -$10.2K 0.08% 88
2022
Q2 		$1.3M Hold
36,423
– – 0.08% 85
2022
Q1 		$1.65M Hold
36,423
– – 0.08% 84
2021
Q4 		$1.72M Hold
36,423
– – 0.08% 85
2021
Q3 		$1.71M Hold
36,423
– – 0.09% 83
2021
Q2 		$1.67M Buy
36,423
+27,423
+305% +$1.29M 0.09% 79
2021
Q1 		$397K Hold
9,000
– – 0.02% 136
2020
Q4 		$322K Hold
9,000
– – 0.02% 140
2020
Q3 		$228K Hold
9,000
– – 0.02% 149
2020
Q2 		$227K Buy
+9,000
New +$204K 0.02% 141
2020
Q1 		– Sell
-9,000
Closed -$365K – 150
2019
Q4 		$365K Buy
+9,000
New +$337K 0.02% 135

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

STALEY CAPITAL ADVISERS's CFG Position: Q2 2026 in Review

STALEY CAPITAL ADVISERS held its Citizens Financial Group (CFG) position steady in Q2 2026 at 25,000 shares worth $1.75M. The position accounts for 0.07% of the portfolio, ranked #93.

STALEY CAPITAL ADVISERS first reported a position in CFG in Q4 2019 and has held it in 26 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • STALEY CAPITAL ADVISERS held 25,000 shares of Citizens Financial Group worth $1.75M as of Q2 2026.
  • STALEY CAPITAL ADVISERS left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up 0.07% of STALEY CAPITAL ADVISERS's portfolio in Q2 2026, its #93 holding.
  • STALEY CAPITAL ADVISERS first reported a position in Citizens Financial Group in Q4 2019 and has held it in 26 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q2 2026, filed 11 Aug 2026.