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Summit Financial’s Citizens Financial Group CFG Stock Holding History

Summit Financial’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 		$561K Buy
8,004
+182
+2% +$11.7K 0.01% 1054
2026
Q1 		$469K Buy
7,822
+103
+1% +$6.33K 0.01% 1021
2025
Q4 		$451K Buy
7,719
+187
+2% +$10K 0.01% 920
2025
Q3 		$400K Buy
7,532
+835
+12% +$41.6K 0.01% 956
2025
Q2 		$300K Sell
6,697
-1,441
-18% -$56.7K 0.01% 681
2025
Q1 		$333K Sell
8,138
-295
-3% -$13.2K 0.01% 590
2024
Q4 		$369K Buy
8,433
+86
+1% +$3.8K 0.01% 496
2024
Q3 		$343K Sell
8,347
-925
-10% -$37.4K 0.01% 436
2024
Q2 		$334K Buy
+9,272
New +$323K 0.02% 398

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

Summit Financial's CFG Position: Q2 2026 in Review

Summit Financial increased its Citizens Financial Group (CFG) stake by 2.3% in Q2 2026, buying an estimated $11.7K and bringing the position to 8,004 shares worth $561K. The position accounts for 0.01% of the portfolio, ranked #1054.

Summit Financial first reported a position in CFG in Q2 2024 and has held it in 9 quarters since. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Summit Financial held 8,004 shares of Citizens Financial Group worth $561K as of Q2 2026.
  • Summit Financial bought 182 Citizens Financial Group shares in Q2 2026, an estimated $11.7K.
  • Citizens Financial Group made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1054 holding.
  • Summit Financial first reported a position in Citizens Financial Group in Q2 2024 and has held it in 9 quarters since.
  • 1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.