Traphagen Investment Advisors’s Citizens Financial Group CFG Stock Holding History

Traphagen Investment 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	$225K	Sell	3,211 -206	-6%	-$13.3K	0.02%	191
2026 Q1	$205K	Buy	+3,417	New	+$210K	0.02%	195
2025 Q4	–	Sell	-3,777	Closed	-$201K	–	199
2025 Q3	$201K	Buy	+3,777	New	+$188K	0.02%	185
2024 Q4	–	Sell	-6,686	Closed	-$275K	–	183
2024 Q3	$275K	Hold	6,686	–	–	0.03%	142
2024 Q2	$241K	Hold	6,686	–	–	0.03%	147
2024 Q1	$243K	Hold	6,686	–	–	0.03%	155
2023 Q4	$222K	Buy	+6,686	New	+$184K	0.03%	161

Other funds holding CFG

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Traphagen Investment Advisors's CFG Position: Q2 2026 in Review

Traphagen Investment Advisors reduced its Citizens Financial Group (CFG) stake by 6% in Q2 2026, selling an estimated $13.3K and leaving 3,211 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #191.

Traphagen Investment Advisors first reported a position in CFG in Q4 2023 and has held it in 7 quarters since. The position peaked at $275K in Q3 2024. 149 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Traphagen Investment Advisors held 3,211 shares of Citizens Financial Group worth $225K as of Q2 2026.
Traphagen Investment Advisors sold 206 Citizens Financial Group shares in Q2 2026, an estimated $13.3K.
Citizens Financial Group made up 0.02% of Traphagen Investment Advisors's portfolio in Q2 2026, its #191 holding.
Traphagen Investment Advisors first reported a position in Citizens Financial Group in Q4 2023 and has held it in 7 quarters since.
Traphagen Investment Advisors's Citizens Financial Group position peaked at $275K in Q3 2024.
149 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.