VVP
CFG icon

Venture Visionary Partners’s Citizens Financial Group CFG Stock Holding History

Venture Visionary 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 		$3.18M Buy
45,374
+1,347
+3% +$86.9K 0.09% 193
2026
Q1 		$2.64M Buy
44,027
+1,473
+3% +$90.5K 0.09% 188
2025
Q4 		$2.49M Buy
42,554
+3,195
+8% +$172K 0.08% 196
2025
Q3 		$2.09M Buy
39,359
+924
+2% +$46K 0.07% 200
2025
Q2 		$1.72M Buy
38,435
+1,063
+3% +$41.8K 0.06% 220
2025
Q1 		$1.53M Buy
37,372
+606
+2% +$27K 0.06% 230
2024
Q4 		$1.61M Sell
36,766
-618
-2% -$27.3K 0.07% 218
2024
Q3 		$1.54M Sell
37,384
-3,128
-8% -$126K 0.07% 233
2024
Q2 		$1.46M Sell
40,512
-621
-2% -$21.7K 0.07% 226
2024
Q1 		$1.49M Sell
41,133
-3,636
-8% -$119K 0.07% 220
2023
Q4 		$1.48M Sell
44,769
-10,186
-19% -$280K 0.08% 208
2023
Q3 		$1.47M Sell
54,955
-797
-1% -$22.8K 0.09% 197
2023
Q2 		$1.45M Buy
55,752
+2,707
+5% +$74.6K 0.09% 193
2023
Q1 		$1.61M Buy
53,045
+20,183
+61% +$790K 0.1% 179
2022
Q4 		$1.29M Buy
32,862
+24,314
+284% +$949K 0.09% 185
2022
Q3 		$293K Buy
8,548
+745
+10% +$27.6K 0.02% 373
2022
Q2 		$279K Buy
7,803
+849
+12% +$33.5K 0.02% 396
2022
Q1 		$315K Buy
6,954
+117
+2% +$6.01K 0.02% 404
2021
Q4 		$323K Sell
6,837
-267
-4% -$12.9K 0.02% 395
2021
Q3 		$336K Buy
+7,104
New +$312K 0.02% 377

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

Venture Visionary Partners's CFG Position: Q2 2026 in Review

Venture Visionary Partners increased its Citizens Financial Group (CFG) stake by 3.1% in Q2 2026, buying an estimated $86.9K and bringing the position to 45,374 shares worth $3.18M. The position accounts for 0.09% of the portfolio, ranked #193.

Venture Visionary Partners first reported a position in CFG in Q3 2021 and has held it in 20 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Venture Visionary Partners held 45,374 shares of Citizens Financial Group worth $3.18M as of Q2 2026.
  • Venture Visionary Partners bought 1,347 Citizens Financial Group shares in Q2 2026, an estimated $86.9K.
  • Citizens Financial Group made up 0.09% of Venture Visionary Partners's portfolio in Q2 2026, its #193 holding.
  • Venture Visionary Partners first reported a position in Citizens Financial Group in Q3 2021 and has held it in 20 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.