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Tounjian Advisory Partners’s Citizens Financial Group CFG Stock Holding History

Tounjian Advisory 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 		$4.02K Sell
57
-26,539
-100% -$1.71M ﹤0.01% 477
2026
Q1 		$1.59M Buy
26,596
+3,478
+15% +$214K 0.58% 59
2025
Q4 		$1.35M Sell
23,118
-1,794
-7% -$96.4K 0.46% 75
2025
Q3 		$1.32M Sell
24,912
-14,220
-36% -$708K 0.44% 75
2025
Q2 		$1.6M Sell
39,132
-512
-1% -$20.2K 0.31% 81
2025
Q1 		$1.62M Buy
+39,644
New +$1.77M 0.3% 83

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 $3.38T AUM 44.17% 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

Tounjian Advisory Partners's CFG Position: Q2 2026 in Review

Tounjian Advisory Partners reduced its Citizens Financial Group (CFG) stake by 100% in Q2 2026, selling an estimated $1.71M and leaving 57 shares worth $4.02K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Tounjian Advisory Partners first reported a position in CFG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.62M in Q1 2025. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Tounjian Advisory Partners held 57 shares of Citizens Financial Group worth $4.02K as of Q2 2026.
  • Tounjian Advisory Partners sold 26,539 Citizens Financial Group shares in Q2 2026, an estimated $1.71M.
  • Citizens Financial Group made up ﹤0.01% of Tounjian Advisory Partners's portfolio in Q2 2026, its #477 holding.
  • Tounjian Advisory Partners first reported a position in Citizens Financial Group in Q1 2025 and has held it in 6 quarters since.
  • Tounjian Advisory Partners's Citizens Financial Group position peaked at $1.62M in Q1 2025.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.