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Triumph Capital Management’s Citizens Financial Group CFG Stock Holding History

Triumph Capital 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 		$4.88K Buy
70
+4
+6% +$258 ﹤0.01% 1355
2026
Q1 		$3.98K Buy
66
+8
+14% +$492 ﹤0.01% 1382
2025
Q4 		$3.39K Buy
+58
New +$3.12K ﹤0.01% 1367

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

Triumph Capital Management's CFG Position: Q2 2026 in Review

Triumph Capital Management increased its Citizens Financial Group (CFG) stake by 6.1% in Q2 2026, buying an estimated $258 and bringing the position to 70 shares worth $4.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

Triumph Capital Management first reported a position in CFG in Q4 2025 and has held it in 3 quarters since. 1,099 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Triumph Capital Management held 70 shares of Citizens Financial Group worth $4.88K as of Q2 2026.
  • Triumph Capital Management bought 4 Citizens Financial Group shares in Q2 2026, an estimated $258.
  • Citizens Financial Group made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1355 holding.
  • Triumph Capital Management first reported a position in Citizens Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.