SC
CFG icon

SummitTX Capital’s Citizens Financial Group CFG Stock Holding History

SummitTX Capital’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 		$9.48M Buy
+135,255
New +$8.72M 0.24% 96
2025
Q4 		– Sell
-6,913
Closed -$367K – 724
2025
Q3 		$367K Sell
6,913
-6,233
-47% -$310K 0.02% 587
2025
Q2 		$588K Sell
13,146
-4,638
-26% -$183K 0.03% 479
2025
Q1 		$729K Buy
+17,784
New +$793K 0.03% 456

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

SummitTX Capital's CFG Position: Q2 2026 in Review

SummitTX Capital opened a new position in Citizens Financial Group (CFG) in Q2 2026: 135,255 shares worth $9.48M. The stake represents 0.24% of the portfolio and ranks #96 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in CFG as recently as Q3 2025.

SummitTX Capital first reported a position in CFG in Q1 2025 and has held it in 4 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • SummitTX Capital held 135,255 shares of Citizens Financial Group worth $9.48M as of Q2 2026.
  • Citizens Financial Group was a new SummitTX Capital position in Q2 2026.
  • Citizens Financial Group made up 0.24% of SummitTX Capital's portfolio in Q2 2026, its #96 holding.
  • SummitTX Capital first reported a position in Citizens Financial Group in Q1 2025 and has held it in 4 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.