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CX Institutional

SEC CIK
0001737089
Latest filing
Jul 1, 2026

CFG holding history

Citizens Financial Group Inc in every 13F filed by CX Institutional, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CFG overviewAll 13F holders of CFGFull Q2 2026 holdings

Shares (Q2 2026)
6,930
Value
$486.0K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2021
Holdings of CFG by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,930$486.0K<0.1%+87+1.3%AddedHolders
Q1 20266,843$410.0K<0.1%−94−1.4%ReducedHolders
Q4 20256,937$405.0K<0.1%+324+4.9%AddedHolders
Q3 20256,613$352.0K<0.1%−29−0.4%ReducedHolders
Q2 20256,642$297.0K<0.1%+698+11.7%AddedHolders
Q1 20255,944$244.0K<0.1%+132+2.3%AddedHolders
Q4 20245,812$254.4K<0.1%−47−0.8%ReducedHolders
Q3 20245,859$240.6K<0.1%+106+1.8%AddedHolders
Q2 20245,753$207.3K<0.1%+5,753NewHolders
Q3 20220$00.0%−3,145−100.0%Sold outHolders
Q2 20223,145$112.0K<0.1%+3,145NewHolders
Q1 20220$00.0%−69,486−100.0%Sold outHolders
Q4 202169,486$3.28M0.3%+32,263+86.7%AddedHolders
Q3 202137,223$1.75M0.1%+33,818+993.2%AddedHolders
Q2 20213,405$156.0K<0.1%−2,813−45.2%ReducedHolders
Q1 20216,218$274.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.