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WPG Advisers’s Citizens Financial Group CFG Stock Holding History

WPG Advisers’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 		$26.8K Buy
383
+13
+4% +$838 0.02% 468
2026
Q1 		$22.2K Hold
370
– – 0.02% 457
2025
Q4 		$21.6K Hold
370
– – 0.02% 485
2025
Q3 		$19.7K Buy
370
+30
+9% +$1.49K 0.02% 500
2025
Q2 		$15.2K Sell
340
-6
-2% -$236 0.01% 543
2025
Q1 		$14.2K Buy
346
+255
+280% +$11.4K 0.01% 554
2024
Q4 		$3.98K Buy
+91
New +$4.02K ﹤0.01% 889

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

WPG Advisers's CFG Position: Q2 2026 in Review

WPG Advisers increased its Citizens Financial Group (CFG) stake by 3.5% in Q2 2026, buying an estimated $838 and bringing the position to 383 shares worth $26.8K. The position accounts for 0.02% of the portfolio, ranked #468.

WPG Advisers first reported a position in CFG in Q4 2024 and has held it in 7 quarters since. 607 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • WPG Advisers held 383 shares of Citizens Financial Group worth $26.8K as of Q2 2026.
  • WPG Advisers bought 13 Citizens Financial Group shares in Q2 2026, an estimated $838.
  • Citizens Financial Group made up 0.02% of WPG Advisers's portfolio in Q2 2026, its #468 holding.
  • WPG Advisers first reported a position in Citizens Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 607 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.