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Synergy Investment Management’s Citizens Financial Group CFG Stock Holding History

Synergy Investment Management’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 		$78K Buy
1,098
+800
+268% +$51.6K 0.02% 310
2026
Q1 		$17.9K Buy
+298
New +$18.3K 0.01% 424

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

Synergy Investment Management's CFG Position: Q2 2026 in Review

Synergy Investment Management increased its Citizens Financial Group (CFG) stake by 268% in Q2 2026, buying an estimated $51.6K and bringing the position to 1,098 shares worth $78K. The position accounts for 0.02% of the portfolio, ranked #310.

Synergy Investment Management first reported a position in CFG in Q1 2026 and has held it in 2 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Synergy Investment Management held 1,098 shares of Citizens Financial Group worth $78K as of Q2 2026.
  • Synergy Investment Management bought 800 Citizens Financial Group shares in Q2 2026, an estimated $51.6K.
  • Citizens Financial Group made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #310 holding.
  • Synergy Investment Management first reported a position in Citizens Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.