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Sunbelt Securities’s Citizens Financial Group CFG Stock Holding History

Sunbelt Securities’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 		$18.5K Buy
309
+82
+36% +$5.04K ﹤0.01% 1317
2025
Q4 		$13.3K Hold
227
– – ﹤0.01% 1368
2025
Q3 		$12.1K Buy
+227
New +$11.3K ﹤0.01% 1400
2023
Q2 		– Sell
-39
Closed -$1.2K – 1700
2023
Q1 		$1.2K Buy
+39
New +$1.53K ﹤0.01% 1474

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

Sunbelt Securities's CFG Position: Q1 2026 in Review

Sunbelt Securities increased its Citizens Financial Group (CFG) stake by 36% in Q1 2026, buying an estimated $5.04K and bringing the position to 309 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

Sunbelt Securities first reported a position in CFG in Q1 2023 and has held it in 4 quarters since. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Sunbelt Securities held 309 shares of Citizens Financial Group worth $18.5K as of Q1 2026.
  • Sunbelt Securities bought 82 Citizens Financial Group shares in Q1 2026, an estimated $5.04K.
  • Citizens Financial Group made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1317 holding.
  • Sunbelt Securities first reported a position in Citizens Financial Group in Q1 2023 and has held it in 4 quarters since.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.