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Symmetry Partners’s Citizens Financial Group CFG Stock Holding History

Symmetry Partners’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 		$284K Buy
+4,056
New +$262K 0.01% 187
2024
Q3 		– Sell
-31,767
Closed -$1.15M – 165
2024
Q2 		$1.15M Buy
31,767
+25,103
+377% +$875K 0.06% 140
2024
Q1 		$242K Hold
6,664
– – 0.02% 485
2023
Q4 		$224K Buy
+6,664
New +$183K 0.01% 465
2023
Q3 		– Sell
-8,536
Closed -$223K – 533
2023
Q2 		$223K Hold
8,536
– – 0.01% 539
2023
Q1 		$259K Hold
8,536
– – 0.01% 478
2022
Q4 		$336K Hold
8,536
– – 0.02% 439
2022
Q3 		$293K Hold
8,536
– – 0.02% 452
2022
Q2 		$305K Sell
8,536
-15,474
-64% -$611K 0.02% 462
2022
Q1 		$1.09M Sell
24,010
-27,444
-53% -$1.41M 0.07% 179
2021
Q4 		$2.43M Sell
51,454
-18,362
-26% -$884K 0.15% 83
2021
Q3 		$3.42M Buy
69,816
+14,474
+26% +$636K 0.23% 59
2021
Q2 		$2.54M Buy
55,342
+37,606
+212% +$1.77M 0.17% 81
2021
Q1 		$783K Buy
17,736
+7,338
+71% +$305K 0.06% 263
2020
Q4 		$372K Sell
10,398
-2,756
-21% -$86.5K 0.03% 468
2020
Q3 		$333K Buy
+13,154
New +$334K 0.03% 454
2020
Q2 		– Sell
-12,950
Closed -$244K – 311
2020
Q1 		$244K Buy
12,950
+7,714
+147% +$252K 0.05% 237
2019
Q4 		$213K Buy
+5,236
New +$196K 0.04% 312
2019
Q2 		– Sell
-7,232
Closed -$235K – 336
2019
Q1 		$235K Sell
7,232
-2,076
-22% -$71.9K 0.04% 282
2018
Q4 		$277K Buy
+9,308
New +$326K 0.07% 201

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

Symmetry Partners's CFG Position: Q2 2026 in Review

Symmetry Partners opened a new position in Citizens Financial Group (CFG) in Q2 2026: 4,056 shares worth $284K. The stake represents 0.01% of the portfolio and ranks #187 among its holdings. This is a return to the name: Symmetry Partners previously reported a position in CFG as recently as Q2 2024.

Symmetry Partners first reported a position in CFG in Q4 2018 and has held it in 20 quarters since. The position peaked at $3.42M in Q3 2021. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Symmetry Partners held 4,056 shares of Citizens Financial Group worth $284K as of Q2 2026.
  • Citizens Financial Group was a new Symmetry Partners position in Q2 2026.
  • Citizens Financial Group made up 0.01% of Symmetry Partners's portfolio in Q2 2026, its #187 holding.
  • Symmetry Partners first reported a position in Citizens Financial Group in Q4 2018 and has held it in 20 quarters since.
  • Symmetry Partners's Citizens Financial Group position peaked at $3.42M in Q3 2021.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.