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

Virtue 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 		$237K Buy
+3,385
New +$218K 0.03% 315
2023
Q4 		– Sell
-7,656
Closed -$201K – 374
2023
Q3 		$201K Hold
7,656
– – 0.03% 387
2023
Q2 		$201K Buy
7,656
+591
+8% +$16.3K 0.03% 383
2023
Q1 		$206K Buy
+7,065
New +$277K 0.03% 375

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 $3.38T AUM 44.17% 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

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

Virtue Capital Management opened a new position in Citizens Financial Group (CFG) in Q2 2026: 3,385 shares worth $237K. The stake represents 0.03% of the portfolio and ranks #315 among its holdings. This is a return to the name: Virtue Capital Management previously reported a position in CFG as recently as Q3 2023.

Virtue Capital Management first reported a position in CFG in Q1 2023 and has held it in 4 quarters since. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Virtue Capital Management held 3,385 shares of Citizens Financial Group worth $237K as of Q2 2026.
  • Citizens Financial Group was a new Virtue Capital Management position in Q2 2026.
  • Citizens Financial Group made up 0.03% of Virtue Capital Management's portfolio in Q2 2026, its #315 holding.
  • Virtue Capital Management first reported a position in Citizens Financial Group in Q1 2023 and has held it in 4 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Virtue Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.