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Tidal Investments’s Citizens Financial Group CFG Stock Holding History

Tidal Investments’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 		$10.2M Buy
145,378
+16,000
+12% +$1.03M 0.02% 686
2026
Q1 		$7.63M Buy
129,378
+71,274
+123% +$4.38M 0.02% 653
2025
Q4 		$3.39M Sell
58,104
-4,643
-7% -$249K 0.01% 775
2025
Q3 		$3.34M Buy
62,747
+31,867
+103% +$1.59M 0.01% 702
2025
Q2 		$1.38M Buy
30,880
+6,399
+26% +$252K 0.01% 885
2025
Q1 		$1M Sell
24,481
-1,819
-7% -$81.2K 0.01% 978
2024
Q4 		$1.15M Sell
26,300
-43,551
-62% -$1.93M 0.01% 939
2024
Q3 		$2.87M Buy
69,851
+52,039
+292% +$2.1M 0.03% 484
2024
Q2 		$642K Sell
17,812
-1,210
-6% -$42.2K 0.01% 1151
2024
Q1 		$688K Sell
19,022
-3,422
-15% -$112K 0.01% 1056
2023
Q4 		$744K Buy
22,444
+1,336
+6% +$36.8K 0.02% 770
2023
Q3 		$566K Buy
21,108
+1,666
+9% +$47.6K 0.02% 781
2023
Q2 		$507K Buy
19,442
+9,496
+95% +$262K 0.01% 818
2023
Q1 		$302K Buy
+9,946
New +$390K 0.01% 1000
2022
Q2 		– Sell
-5,149
Closed -$233K – 1118
2022
Q1 		$233K Buy
5,149
+569
+12% +$29.2K 0.01% 949
2021
Q4 		$216K Buy
+4,580
New +$221K 0.01% 889

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

Tidal Investments's CFG Position: Q2 2026 in Review

Tidal Investments increased its Citizens Financial Group (CFG) stake by 12% in Q2 2026, buying an estimated $1.03M and bringing the position to 145,378 shares worth $10.2M. The position accounts for 0.02% of the portfolio, ranked #686.

Tidal Investments first reported a position in CFG in Q4 2021 and has held it in 16 quarters since. 1,099 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Tidal Investments held 145,378 shares of Citizens Financial Group worth $10.2M as of Q2 2026.
  • Tidal Investments bought 16,000 Citizens Financial Group shares in Q2 2026, an estimated $1.03M.
  • Citizens Financial Group made up 0.02% of Tidal Investments's portfolio in Q2 2026, its #686 holding.
  • Tidal Investments first reported a position in Citizens Financial Group in Q4 2021 and has held it in 16 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.