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AA Financial Advisors’s Citizens Financial Group CFG Stock Holding History

AA Financial 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 		– Sell
-3,858
Closed -$231K – 232
2026
Q1 		$231K Sell
3,858
-799
-17% -$49.1K 0.03% 207
2025
Q4 		$272K Buy
4,657
+174
+4% +$9.35K 0.05% 175
2025
Q3 		$238K Buy
+4,483
New +$223K 0.05% 176

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

AA Financial Advisors's CFG Position: Q2 2026 in Review

AA Financial Advisors sold out of Citizens Financial Group (CFG) in Q2 2026, closing a stake of 3,858 shares — an estimated $231K sold.

AA Financial Advisors first reported a position in CFG in Q3 2025 and held it in 3 quarters. The position peaked at $272K in Q4 2025. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • AA Financial Advisors reported no remaining Citizens Financial Group position as of Q2 2026 after selling out during the quarter.
  • AA Financial Advisors sold 3,858 Citizens Financial Group shares in Q2 2026, an estimated $231K.
  • AA Financial Advisors first reported a position in Citizens Financial Group in Q3 2025 and held it in 3 quarters.
  • AA Financial Advisors's Citizens Financial Group position peaked at $272K in Q4 2025.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.