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Woodward Diversified Capital’s Citizens Financial Group CFG Stock Holding History

Woodward Diversified Capital’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 		$450K Buy
6,425
+32
+0.5% +$2.06K 0.2% 112
2026
Q1 		$412K Buy
6,393
+792
+14% +$48.7K 0.19% 114
2025
Q4 		$327K Buy
5,601
+228
+4% +$12.3K 0.15% 129
2025
Q3 		$286K Buy
5,373
+59
+1% +$2.94K 0.13% 147
2025
Q2 		$238K Buy
+5,314
New +$209K 0.12% 150

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

Woodward Diversified Capital's CFG Position: Q2 2026 in Review

Woodward Diversified Capital increased its Citizens Financial Group (CFG) stake by 0.5% in Q2 2026, buying an estimated $2.06K and bringing the position to 6,425 shares worth $450K. The position accounts for 0.2% of the portfolio, ranked #112.

Woodward Diversified Capital first reported a position in CFG in Q2 2025 and has held it in 5 quarters since. 1,099 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Woodward Diversified Capital held 6,425 shares of Citizens Financial Group worth $450K as of Q2 2026.
  • Woodward Diversified Capital bought 32 Citizens Financial Group shares in Q2 2026, an estimated $2.06K.
  • Citizens Financial Group made up 0.2% of Woodward Diversified Capital's portfolio in Q2 2026, its #112 holding.
  • Woodward Diversified Capital first reported a position in Citizens Financial Group in Q2 2025 and has held it in 5 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.