Vanguard Personalized Indexing Management
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Vanguard Personalized Indexing Management’s Citizens Financial Group CFG Stock Holding History

Vanguard Personalized Indexing 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 		$5.94M Buy
84,759
+2,952
+4% +$190K 0.05% 318
2026
Q1 		$4.91M Buy
81,807
+7,708
+10% +$474K 0.05% 324
2025
Q4 		$4.33M Buy
74,099
+2,582
+4% +$139K 0.04% 354
2025
Q3 		$3.81M Buy
71,517
+1,739
+2% +$86.6K 0.04% 378
2025
Q2 		$3.13M Buy
69,778
+7,003
+11% +$276K 0.04% 427
2025
Q1 		$2.57M Buy
62,775
+4,227
+7% +$189K 0.04% 409
2024
Q4 		$2.56M Buy
58,548
+2,341
+4% +$104K 0.04% 397
2024
Q3 		$2.31M Buy
56,207
+2,004
+4% +$81K 0.04% 426
2024
Q2 		$1.95M Buy
54,203
+9,850
+22% +$343K 0.04% 414
2024
Q1 		$1.61M Buy
44,353
+2,111
+5% +$69.3K 0.03% 454
2023
Q4 		$1.4M Sell
42,242
-2,913
-6% -$80.2K 0.04% 478
2023
Q3 		$1.21M Sell
45,155
-13,034
-22% -$373K 0.04% 476
2023
Q2 		$1.52M Buy
58,189
+16,523
+40% +$455K 0.05% 395
2023
Q1 		$1.27M Sell
41,666
-4,960
-11% -$194K 0.04% 427
2022
Q4 		$1.84M Buy
46,626
+6,470
+16% +$253K 0.08% 280
2022
Q3 		$1.38M Buy
40,156
+3,776
+10% +$140K 0.06% 333
2022
Q2 		$1.3M Buy
36,380
+12,747
+54% +$503K 0.06% 341
2022
Q1 		$1.07M Buy
23,633
+3,749
+19% +$193K 0.05% 417
2021
Q4 		$940K Buy
19,884
+4,020
+25% +$194K 0.06% 427
2021
Q3 		$745K Sell
15,864
-2,891
-15% -$127K 0.07% 326
2021
Q2 		$860K Buy
18,755
+10,045
+115% +$474K 0.09% 260
2021
Q1 		$385K Buy
+8,710
New +$362K 0.06% 409

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

Vanguard Personalized Indexing Management's CFG Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Citizens Financial Group (CFG) stake by 3.6% in Q2 2026, buying an estimated $190K and bringing the position to 84,759 shares worth $5.94M. The position accounts for 0.05% of the portfolio, ranked #318.

Vanguard Personalized Indexing Management first reported a position in CFG in Q1 2021 and has held it in 22 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Vanguard Personalized Indexing Management held 84,759 shares of Citizens Financial Group worth $5.94M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 2,952 Citizens Financial Group shares in Q2 2026, an estimated $190K.
  • Citizens Financial Group made up 0.05% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #318 holding.
  • Vanguard Personalized Indexing Management first reported a position in Citizens Financial Group in Q1 2021 and has held it in 22 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.