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1834 Investment Advisors’s Citizens Financial Group CFG Stock Holding History

1834 Investment Advisors’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 		$986K Buy
14,066
+888
+7% +$57.3K 0.11% 126
2026
Q1 		$790K Buy
13,178
+1,417
+12% +$87.1K 0.1% 130
2025
Q4 		$687K Buy
+11,761
New +$632K 0.09% 147

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

1834 Investment Advisors's CFG Position: Q2 2026 in Review

1834 Investment Advisors increased its Citizens Financial Group (CFG) stake by 6.7% in Q2 2026, buying an estimated $57.3K and bringing the position to 14,066 shares worth $986K. The position accounts for 0.11% of the portfolio, ranked #126.

1834 Investment Advisors first reported a position in CFG in Q4 2025 and has held it in 3 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • 1834 Investment Advisors held 14,066 shares of Citizens Financial Group worth $986K as of Q2 2026.
  • 1834 Investment Advisors bought 888 Citizens Financial Group shares in Q2 2026, an estimated $57.3K.
  • Citizens Financial Group made up 0.11% of 1834 Investment Advisors's portfolio in Q2 2026, its #126 holding.
  • 1834 Investment Advisors first reported a position in Citizens Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.