Steven Check’s Citizens Financial Group CFG Stock Holding History

Steven Check’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	$266K	Hold	3,800	–	–	﹤0.01%	46
2026 Q1	$228K	Hold	3,800	–	–	0.01%	49
2025 Q4	$222K	Hold	3,800	–	–	0.01%	48
2025 Q3	$202K	Buy	+3,800	New	+$189K	0.01%	50
2025 Q1	–	Sell	-4,700	Closed	-$206K	–	51
2024 Q4	$206K	Buy	+4,700	New	+$208K	0.01%	50
2022 Q2	–	Sell	-4,700	Closed	-$213K	–	44
2022 Q1	$213K	Hold	4,700	–	–	0.01%	43
2021 Q4	$222K	Hold	4,700	–	–	0.01%	42
2021 Q3	$221K	Hold	4,700	–	–	0.01%	43
2021 Q2	$216K	Hold	4,700	–	–	0.01%	46
2021 Q1	$208K	Buy	+4,700	New	+$196K	0.01%	47
2020 Q1	–	Sell	-7,300	Closed	-$296K	–	44
2019 Q4	$296K	Sell	7,300 -2,000	-22%	-$74.9K	0.01%	39
2019 Q3	$329K	Hold	9,300	–	–	0.02%	40
2019 Q2	$329K	Buy	9,300 +800	+9%	+$27.9K	0.02%	40
2019 Q1	$276K	Hold	8,500	–	–	0.01%	41
2018 Q4	$253K	Sell	8,500 -300	-3%	-$10.5K	0.01%	44
2018 Q3	$339K	Hold	8,800	–	–	0.02%	44
2018 Q2	$342K	Hold	8,800	–	–	0.02%	45
2018 Q1	$369K	Buy	8,800 +1,100	+14%	+$49.4K	0.02%	44
2017 Q4	$323K	Sell	7,700 -300	-4%	-$11.7K	0.02%	46
2017 Q3	$303K	Buy	+8,000	New	+$280K	0.02%	46

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Steven Check's CFG Position: Q2 2026 in Review

Steven Check held its Citizens Financial Group (CFG) position steady in Q2 2026 at 3,800 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #46.

Steven Check first reported a position in CFG in Q3 2017 and has held it in 20 quarters since. The position peaked at $369K in Q1 2018. 1,091 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Steven Check held 3,800 shares of Citizens Financial Group worth $266K as of Q2 2026.
Steven Check left its Citizens Financial Group share count unchanged in Q2 2026.
Citizens Financial Group made up ﹤0.01% of Steven Check's portfolio in Q2 2026, its #46 holding.
Steven Check first reported a position in Citizens Financial Group in Q3 2017 and has held it in 20 quarters since.
Steven Check's Citizens Financial Group position peaked at $369K in Q1 2018.
1,091 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Check Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.