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Advisornet Financial’s Citizens Financial Group CFG Stock Holding History

Advisornet Financial’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 		$6.82K Sell
97
-44
-31% -$2.84K ﹤0.01% 1691
2026
Q1 		$8.46K Buy
141
+2
+1% +$123 ﹤0.01% 1589
2025
Q4 		$8.1K Sell
139
-3
-2% -$161 ﹤0.01% 1617
2025
Q3 		$7.57K Buy
142
+39
+38% +$1.94K ﹤0.01% 1603
2025
Q2 		$4.61K Buy
103
+28
+37% +$1.1K ﹤0.01% 1685
2025
Q1 		$3.07K Buy
75
+6
+9% +$268 ﹤0.01% 1707
2024
Q4 		$3.02K Sell
69
-62
-47% -$2.74K ﹤0.01% 1552
2024
Q3 		$5.38K Hold
131
– – ﹤0.01% 1566
2024
Q2 		$4.72K Buy
131
+45
+52% +$1.57K ﹤0.01% 1476
2024
Q1 		$3.12K Buy
86
+42
+95% +$1.38K ﹤0.01% 1522
2023
Q4 		$1.46K Buy
+44
New +$1.21K ﹤0.01% 1798
2023
Q3 		– Sell
-1,477
Closed -$38.5K – 2304
2023
Q2 		$38.5K Buy
1,477
+77
+6% +$2.12K ﹤0.01% 885
2023
Q1 		$42.5K Buy
1,400
+1,340
+2,233% +$52.5K ﹤0.01% 835
2022
Q4 		$2.36K Sell
60
-55
-48% -$2.15K ﹤0.01% 1636
2022
Q3 		$4K Buy
115
+5
+5% +$185 ﹤0.01% 1538
2022
Q2 		$4K Buy
110
+80
+267% +$3.16K ﹤0.01% 1536
2022
Q1 		$1K Buy
30
+5
+20% +$257 ﹤0.01% 1858
2021
Q4 		$1K Buy
+25
New +$1.2K ﹤0.01% 1899
2020
Q2 		– Sell
-309
Closed -$6K – 1782
2020
Q1 		$6K Hold
309
– – ﹤0.01% 1382
2019
Q4 		$13K Hold
309
– – ﹤0.01% 1308
2019
Q3 		$11K Buy
+309
New +$10.8K ﹤0.01% 1342
2018
Q3 		– Sell
-70
Closed -$3K – 1480
2018
Q2 		$3K Buy
+70
New +$2.92K ﹤0.01% 1332

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

Advisornet Financial's CFG Position: Q2 2026 in Review

Advisornet Financial reduced its Citizens Financial Group (CFG) stake by 31% in Q2 2026, selling an estimated $2.84K and leaving 97 shares worth $6.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

Advisornet Financial first reported a position in CFG in Q2 2018 and has held it in 22 quarters since. The position peaked at $42.5K in Q1 2023. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Advisornet Financial held 97 shares of Citizens Financial Group worth $6.82K as of Q2 2026.
  • Advisornet Financial sold 44 Citizens Financial Group shares in Q2 2026, an estimated $2.84K.
  • Citizens Financial Group made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1691 holding.
  • Advisornet Financial first reported a position in Citizens Financial Group in Q2 2018 and has held it in 22 quarters since.
  • Advisornet Financial's Citizens Financial Group position peaked at $42.5K in Q1 2023.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.