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Summit Securities Group’s Citizens Financial Group CFG Stock Holding History

Summit Securities Group’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 		$6.87K Buy
98
+28
+40% +$1.8K ﹤0.01% 913
2026
Q1 		$4.2K Sell
70
-569
-89% -$35K ﹤0.01% 835
2025
Q4 		$37.3K Sell
639
-105
-14% -$5.64K ﹤0.01% 678
2025
Q3 		$39.6K Buy
744
+452
+155% +$22.5K 0.01% 625
2025
Q2 		$13.1K Buy
+292
New +$11.5K ﹤0.01% 830
2024
Q4 		– Sell
-6,200
Closed -$255K – 677
2024
Q3 		$255K Buy
+6,200
New +$251K 0.07% 144
2023
Q3 		– Sell
-633
Closed -$17K – 628
2023
Q2 		$17K Sell
633
-331
-34% -$9.12K ﹤0.01% 667
2023
Q1 		$29K Buy
964
+466
+94% +$18.3K ﹤0.01% 546
2022
Q4 		$20K Buy
498
+497
+49,700% +$19.4K ﹤0.01% 900
2022
Q3 		$0 Sell
1
-1,324
-100% -$49K ﹤0.01% 952
2022
Q2 		$47K Buy
1,325
+1,051
+384% +$41.5K 0.01% 559
2022
Q1 		$12K Buy
+274
New +$14.1K ﹤0.01% 804
2016
Q2 		– Sell
-9,700
Closed -$203K – 255
2016
Q1 		$203K Buy
+9,700
New +$206K 0.14% 129
2014
Q4 		– Sell
-5,176
Closed -$121K – 621
2014
Q3 		$121K Buy
+5,176
New +$120K 0.04% 277

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 Securities Group's CFG Position: Q2 2026 in Review

Summit Securities Group increased its Citizens Financial Group (CFG) stake by 40% in Q2 2026, buying an estimated $1.8K and bringing the position to 98 shares worth $6.87K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Summit Securities Group first reported a position in CFG in Q3 2014 and has held it in 14 quarters since. The position peaked at $255K in Q3 2024. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Summit Securities Group held 98 shares of Citizens Financial Group worth $6.87K as of Q2 2026.
  • Summit Securities Group bought 28 Citizens Financial Group shares in Q2 2026, an estimated $1.8K.
  • Citizens Financial Group made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #913 holding.
  • Summit Securities Group first reported a position in Citizens Financial Group in Q3 2014 and has held it in 14 quarters since.
  • Summit Securities Group's Citizens Financial Group position peaked at $255K in Q3 2024.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.