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TFC Financial Management’s Citizens Financial Group CFG Stock Holding History

TFC Financial 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 		$4.28K Hold
61
– – ﹤0.01% 495
2026
Q1 		$3.66K Hold
61
– – ﹤0.01% 487
2025
Q4 		$3.56K Hold
61
– – ﹤0.01% 476
2025
Q3 		$3.24K Hold
61
– – ﹤0.01% 497
2025
Q2 		$2.73K Hold
61
– – ﹤0.01% 474
2025
Q1 		$2.5K Buy
61
+3
+5% +$134 ﹤0.01% 468
2024
Q4 		$2.54K Buy
58
+19
+49% +$840 ﹤0.01% 478
2024
Q3 		$1.6K Hold
39
– – ﹤0.01% 528
2024
Q2 		$1.41K Buy
39
+2
+5% +$70 ﹤0.01% 528
2024
Q1 		$1.34K Buy
+37
New +$1.21K ﹤0.01% 511
2023
Q4 		– Sell
-20
Closed -$536 – 671
2023
Q3 		$536 Hold
20
– – ﹤0.01% 596
2023
Q2 		$522 Buy
+20
New +$551 ﹤0.01% 581

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

TFC Financial Management's CFG Position: Q2 2026 in Review

TFC Financial Management held its Citizens Financial Group (CFG) position steady in Q2 2026 at 61 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

TFC Financial Management first reported a position in CFG in Q2 2023 and has held it in 12 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • TFC Financial Management held 61 shares of Citizens Financial Group worth $4.28K as of Q2 2026.
  • TFC Financial Management left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #495 holding.
  • TFC Financial Management first reported a position in Citizens Financial Group in Q2 2023 and has held it in 12 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.