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Westside Investment Management’s Citizens Financial Group CFG Stock Holding History

Westside Investment 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 		$701 Hold
10
– – ﹤0.01% 1408
2026
Q1 		$600 Hold
10
– – ﹤0.01% 1420
2025
Q4 		$584 Buy
+10
New +$537 ﹤0.01% 1422
2018
Q4 		– Sell
-448
Closed -$17.2K – 714
2018
Q3 		$17.2K Sell
448
-175
-28% -$7.06K 0.01% 388
2018
Q2 		$24.5K Hold
623
– – 0.01% 379
2018
Q1 		$25.6K Hold
623
– – 0.01% 351
2017
Q4 		$27.4K Hold
623
– – 0.01% 353
2017
Q3 		$23.2K Hold
623
– – 0.01% 359
2017
Q2 		$23.1K Hold
623
– – 0.02% 358
2017
Q1 		$21.4K Hold
623
– – 0.01% 347
2016
Q4 		$22.6K Buy
+623
New +$18.9K 0.02% 265

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

Westside Investment Management's CFG Position: Q2 2026 in Review

Westside Investment Management held its Citizens Financial Group (CFG) position steady in Q2 2026 at 10 shares worth $701. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

Westside Investment Management first reported a position in CFG in Q4 2016 and has held it in 11 quarters since. The position peaked at $27.4K in Q4 2017. 1,099 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Westside Investment Management held 10 shares of Citizens Financial Group worth $701 as of Q2 2026.
  • Westside Investment Management left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1408 holding.
  • Westside Investment Management first reported a position in Citizens Financial Group in Q4 2016 and has held it in 11 quarters since.
  • Westside Investment Management's Citizens Financial Group position peaked at $27.4K in Q4 2017.
  • 1,099 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.