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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Citizens Financial Group CFG Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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 		$1.07M Sell
15,284
-5,930
-28% -$382K 0.63% 47
2026
Q1 		$1.27M Buy
21,214
+289
+1% +$17.8K 0.8% 39
2025
Q4 		$1.22M Buy
+20,925
New +$1.12M 0.77% 34

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

FIG FINANCIAL ADVISORY SERVICES INC /ADV's CFG Position: Q2 2026 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV reduced its Citizens Financial Group (CFG) stake by 28% in Q2 2026, selling an estimated $382K and leaving 15,284 shares worth $1.07M. The position accounts for 0.63% of the portfolio, ranked #47.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in CFG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.27M in Q1 2026. 653 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV held 15,284 shares of Citizens Financial Group worth $1.07M as of Q2 2026.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 5,930 Citizens Financial Group shares in Q2 2026, an estimated $382K.
  • Citizens Financial Group made up 0.63% of FIG FINANCIAL ADVISORY SERVICES INC /ADV's portfolio in Q2 2026, its #47 holding.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Citizens Financial Group in Q4 2025 and has held it in 3 quarters since.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's Citizens Financial Group position peaked at $1.27M in Q1 2026.
  • 653 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q2 2026, filed 10 Aug 2026.