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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 $6.73T 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.