SFC
CFG icon

SYM Financial Corp’s Citizens Financial Group CFG Stock Holding History

SYM Financial Corp’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 		$494K Buy
7,057
+439
+7% +$28.3K 0.04% 150
2026
Q1 		$397K Hold
6,618
– – 0.04% 168
2025
Q4 		$387K Buy
6,618
+668
+11% +$35.9K 0.04% 172
2025
Q3 		$316K Sell
5,950
-2,729
-31% -$136K 0.03% 205
2025
Q2 		$388K Sell
8,679
-357
-4% -$14.1K 0.04% 160
2025
Q1 		$370K Buy
9,036
+770
+9% +$34.4K 0.05% 141
2024
Q4 		$362K Buy
8,266
+1,290
+18% +$57K 0.05% 131
2024
Q3 		$287K Buy
6,976
+322
+5% +$13K 0.04% 120
2024
Q2 		$240K Buy
+6,654
New +$232K 0.04% 124

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

SYM Financial Corp's CFG Position: Q2 2026 in Review

SYM Financial Corp increased its Citizens Financial Group (CFG) stake by 6.6% in Q2 2026, buying an estimated $28.3K and bringing the position to 7,057 shares worth $494K. The position accounts for 0.04% of the portfolio, ranked #150.

SYM Financial Corp first reported a position in CFG in Q2 2024 and has held it in 9 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • SYM Financial Corp held 7,057 shares of Citizens Financial Group worth $494K as of Q2 2026.
  • SYM Financial Corp bought 439 Citizens Financial Group shares in Q2 2026, an estimated $28.3K.
  • Citizens Financial Group made up 0.04% of SYM Financial Corp's portfolio in Q2 2026, its #150 holding.
  • SYM Financial Corp first reported a position in Citizens Financial Group in Q2 2024 and has held it in 9 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.