TA
CFG icon

TFB Advisors’s Citizens Financial Group CFG Stock Holding History

TFB Advisors’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 		$302K Buy
4,310
+25
+0.6% +$1.61K 0.13% 156
2026
Q1 		$257K Buy
4,285
+45
+1% +$2.77K 0.13% 159
2025
Q4 		$248K Sell
4,240
-50
-1% -$2.69K 0.07% 270
2025
Q3 		$222K Sell
4,290
-1,789
-29% -$89K 0.06% 283
2025
Q2 		$272K Buy
6,079
+135
+2% +$5.31K 0.07% 274
2025
Q1 		$244K Buy
+5,944
New +$265K 0.07% 284

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

TFB Advisors's CFG Position: Q2 2026 in Review

TFB Advisors increased its Citizens Financial Group (CFG) stake by 0.58% in Q2 2026, buying an estimated $1.61K and bringing the position to 4,310 shares worth $302K. The position accounts for 0.13% of the portfolio, ranked #156.

TFB Advisors first reported a position in CFG in Q1 2025 and has held it in 6 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • TFB Advisors held 4,310 shares of Citizens Financial Group worth $302K as of Q2 2026.
  • TFB Advisors bought 25 Citizens Financial Group shares in Q2 2026, an estimated $1.61K.
  • Citizens Financial Group made up 0.13% of TFB Advisors's portfolio in Q2 2026, its #156 holding.
  • TFB Advisors first reported a position in Citizens Financial Group in Q1 2025 and has held it in 6 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on TFB Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.