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

Yousif 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 		$3.03M Sell
43,240
-3,215
-7% -$207K 0.03% 492
2026
Q1 		$2.79M Sell
46,455
-2,375
-5% -$146K 0.03% 515
2025
Q4 		$2.92M Sell
48,830
-3,829
-7% -$206K 0.03% 527
2025
Q3 		$2.8M Sell
52,659
-4,399
-8% -$219K 0.03% 548
2025
Q2 		$2.55M Sell
57,058
-1,050
-2% -$41.3K 0.03% 604
2025
Q1 		$2.38M Sell
58,108
-1,219
-2% -$54.4K 0.03% 620
2024
Q4 		$2.6M Sell
59,327
-2,696
-4% -$119K 0.03% 600
2024
Q3 		$2.55M Sell
62,023
-3,076
-5% -$124K 0.03% 628
2024
Q2 		$2.35M Sell
65,099
-3,987
-6% -$139K 0.03% 675
2024
Q1 		$2.51M Sell
69,086
-3,935
-5% -$129K 0.03% 683
2023
Q4 		$2.42M Sell
73,021
-2,476
-3% -$68.2K 0.03% 689
2023
Q3 		$2.02M Buy
75,497
+3,842
+5% +$110K 0.03% 731
2023
Q2 		$1.87M Buy
71,655
+1,359
+2% +$37.4K 0.02% 822
2023
Q1 		$2.13M Sell
70,296
-4,450
-6% -$174K 0.03% 727
2022
Q4 		$2.94M Buy
74,746
+977
+1% +$38.1K 0.04% 537
2022
Q3 		$2.54M Sell
73,769
-428
-0.6% -$15.8K 0.04% 577
2022
Q2 		$2.65M Buy
74,197
+2,960
+4% +$117K 0.03% 616
2022
Q1 		$3.23M Buy
71,237
+6,060
+9% +$312K 0.04% 585
2021
Q4 		$3.08M Buy
+65,177
New +$3.14M 0.03% 659

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

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

Yousif Capital Management reduced its Citizens Financial Group (CFG) stake by 6.9% in Q2 2026, selling an estimated $207K and leaving 43,240 shares worth $3.03M. The position accounts for 0.03% of the portfolio, ranked #492.

Yousif Capital Management first reported a position in CFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.23M in Q1 2022. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Yousif Capital Management held 43,240 shares of Citizens Financial Group worth $3.03M as of Q2 2026.
  • Yousif Capital Management sold 3,215 Citizens Financial Group shares in Q2 2026, an estimated $207K.
  • Citizens Financial Group made up 0.03% of Yousif Capital Management's portfolio in Q2 2026, its #492 holding.
  • Yousif Capital Management first reported a position in Citizens Financial Group in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Citizens Financial Group position peaked at $3.23M in Q1 2022.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.