Summit Securities Group
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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
2020
Q3 		– Sell
-125
Closed -$316K – 378
2020
Q2 		$316K Buy
+125
New +$2.84K 0.04% 314

Other funds holding CFG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Summit Securities Group's CFG Position: Q3 2026 in Review

Summit Securities Group sold out of Citizens Financial Group (CFG) in Q3 2026, closing a stake of 98 shares — an estimated $6.87K sold.

Summit Securities Group first reported a position in CFG in Q3 2014 and held it in 14 quarters. The position peaked at $255K in Q3 2024. 917 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Summit Securities Group reported no remaining Citizens Financial Group position as of Q3 2026 after selling out during the quarter.
  • Summit Securities Group sold 98 Citizens Financial Group shares in Q3 2026, an estimated $6.87K.
  • Summit Securities Group first reported a position in Citizens Financial Group in Q3 2014 and held it in 14 quarters.
  • Summit Securities Group's Citizens Financial Group position peaked at $255K in Q3 2024.
  • 917 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.