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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 $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Summit Securities Group's CFG Position: Q1 2026 in Review

Summit Securities Group reduced its Citizens Financial Group (CFG) stake by 89% in Q1 2026, selling an estimated $35K and leaving 70 shares worth $4.2K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Summit Securities Group first reported a position in CFG in Q3 2014 and has held it in 13 quarters since. The position peaked at $255K in Q3 2024. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Summit Securities Group held 70 shares of Citizens Financial Group worth $4.2K as of Q1 2026.
  • Summit Securities Group sold 569 Citizens Financial Group shares in Q1 2026, an estimated $35K.
  • Citizens Financial Group made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #835 holding.
  • Summit Securities Group first reported a position in Citizens Financial Group in Q3 2014 and has held it in 13 quarters since.
  • Summit Securities Group's Citizens Financial Group position peaked at $255K in Q3 2024.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.