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Vise Technologies’s Citizens Financial Group CFG Stock Holding History

Vise Technologies’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 		$3M Buy
42,761
+23,346
+120% +$1.51M 0.03% 417
2026
Q1 		$1.13M Hold
19,415
– – 0.02% 544
2025
Q4 		$1.13M Buy
19,415
+1,766
+10% +$94.9K 0.02% 548
2025
Q3 		$938K Buy
17,649
+504
+3% +$25.1K 0.03% 445
2025
Q2 		$767K Buy
+17,145
New +$675K 0.03% 501
2024
Q4 		$510K Buy
11,655
+6,200
+114% +$274K 0.04% 431
2024
Q3 		$224K Buy
+5,455
New +$220K 0.03% 540

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

Vise Technologies's CFG Position: Q2 2026 in Review

Vise Technologies increased its Citizens Financial Group (CFG) stake by 120% in Q2 2026, buying an estimated $1.51M and bringing the position to 42,761 shares worth $3M. The position accounts for 0.03% of the portfolio, ranked #417.

Vise Technologies first reported a position in CFG in Q3 2024 and has held it in 7 quarters since. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Vise Technologies held 42,761 shares of Citizens Financial Group worth $3M as of Q2 2026.
  • Vise Technologies bought 23,346 Citizens Financial Group shares in Q2 2026, an estimated $1.51M.
  • Citizens Financial Group made up 0.03% of Vise Technologies's portfolio in Q2 2026, its #417 holding.
  • Vise Technologies first reported a position in Citizens Financial Group in Q3 2024 and has held it in 7 quarters since.
  • 1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.