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Summit Trail Advisors’s Citizens Financial Group CFG Stock Holding History

Summit Trail Advisors’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
Q1 		$3.37M Buy
56,154
+11,350
+25% +$698K 0.05% 261
2025
Q4 		$2.62M Sell
44,804
-451
-1% -$24.2K 0.05% 284
2025
Q3 		$2.41M Buy
45,255
+18,507
+69% +$921K 0.03% 347
2025
Q2 		$1.2M Buy
+26,748
New +$1.05M 0.02% 407
2024
Q4 		– Sell
-7,539
Closed -$310K – 463
2024
Q3 		$310K Sell
7,539
-12,567
-63% -$508K 0.01% 534
2024
Q2 		$724K Buy
+20,106
New +$701K 0.02% 298
2018
Q1 		– Sell
-1,743
Closed -$82K – 645
2017
Q4 		$82K Buy
+1,743
New +$68.2K 0.01% 683

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 Trail Advisors's CFG Position: Q1 2026 in Review

Summit Trail Advisors increased its Citizens Financial Group (CFG) stake by 25% in Q1 2026, buying an estimated $698K and bringing the position to 56,154 shares worth $3.37M. The position accounts for 0.05% of the portfolio, ranked #261.

Summit Trail Advisors first reported a position in CFG in Q4 2017 and has held it in 7 quarters since. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Summit Trail Advisors held 56,154 shares of Citizens Financial Group worth $3.37M as of Q1 2026.
  • Summit Trail Advisors bought 11,350 Citizens Financial Group shares in Q1 2026, an estimated $698K.
  • Citizens Financial Group made up 0.05% of Summit Trail Advisors's portfolio in Q1 2026, its #261 holding.
  • Summit Trail Advisors first reported a position in Citizens Financial Group in Q4 2017 and has held it in 7 quarters since.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.