TC
CFG icon

Truvestments Capital’s Citizens Financial Group CFG Stock Holding History

Truvestments Capital’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 		$35.9K Buy
512
+486
+1,869% +$31.3K 0.01% 598
2026
Q1 		$1.56K Buy
26
+14
+117% +$860 ﹤0.01% 1021
2025
Q4 		$701 Buy
+12
New +$645 ﹤0.01% 940
2025
Q2 		– Sell
-75
Closed -$3.07K – 1008
2025
Q1 		$3.07K Hold
75
– – ﹤0.01% 814
2024
Q4 		$3.28K Sell
75
-61
-45% -$2.7K ﹤0.01% 759
2024
Q3 		$5.59K Buy
+136
New +$5.5K ﹤0.01% 672
2024
Q2 		– Sell
-75
Closed -$2.72K – 304
2024
Q1 		$2.72K Hold
75
– – ﹤0.01% 593
2023
Q4 		$2.49K Sell
75
-69
-48% -$1.9K ﹤0.01% 664
2023
Q3 		$3.86K Hold
144
– – ﹤0.01% 533
2023
Q2 		$3.76K Buy
144
+69
+92% +$1.9K ﹤0.01% 552
2023
Q1 		$2.28K Hold
75
– – ﹤0.01% 572
2022
Q4 		$2.95K Buy
+75
New +$2.93K ﹤0.01% 650

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

Truvestments Capital's CFG Position: Q2 2026 in Review

Truvestments Capital increased its Citizens Financial Group (CFG) stake by 1,869% in Q2 2026, buying an estimated $31.3K and bringing the position to 512 shares worth $35.9K. The position accounts for 0.01% of the portfolio, ranked #598.

Truvestments Capital first reported a position in CFG in Q4 2022 and has held it in 12 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Truvestments Capital held 512 shares of Citizens Financial Group worth $35.9K as of Q2 2026.
  • Truvestments Capital bought 486 Citizens Financial Group shares in Q2 2026, an estimated $31.3K.
  • Citizens Financial Group made up 0.01% of Truvestments Capital's portfolio in Q2 2026, its #598 holding.
  • Truvestments Capital first reported a position in Citizens Financial Group in Q4 2022 and has held it in 12 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.