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Advisors Capital Management’s Citizens Financial Group CFG Stock Holding History

Advisors Capital Management’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 		$718K Buy
10,250
+2,130
+26% +$137K 0.01% 381
2026
Q1 		$487K Sell
8,120
-188
-2% -$11.6K 0.01% 399
2025
Q4 		$485K Buy
8,308
+307
+4% +$16.5K 0.01% 405
2025
Q3 		$425K Buy
8,001
+84
+1% +$4.18K 0.01% 418
2025
Q2 		$354K Buy
7,917
+1,908
+32% +$75.1K ﹤0.01% 423
2025
Q1 		$246K Sell
6,009
-130
-2% -$5.8K ﹤0.01% 467
2024
Q4 		$269K Buy
6,139
+149
+2% +$6.59K ﹤0.01% 460
2024
Q3 		$246K Buy
5,990
+197
+3% +$7.96K ﹤0.01% 457
2024
Q2 		$209K Buy
+5,793
New +$202K ﹤0.01% 466
2023
Q4 		– Sell
-7,555
Closed -$202K – 463
2023
Q3 		$202K Sell
7,555
-120
-2% -$3.43K 0.01% 391
2023
Q2 		$200K Sell
7,675
-1,653
-18% -$45.5K ﹤0.01% 410
2023
Q1 		$283K Buy
9,328
+9
+0.1% +$352 0.01% 375
2022
Q4 		$367K Buy
9,319
+377
+4% +$14.7K 0.01% 346
2022
Q3 		$360K Sell
8,942
-1,545
-15% -$57.2K 0.01% 361
2022
Q2 		$374K Sell
10,487
-68
-0.6% -$2.69K 0.01% 334
2022
Q1 		$478K Sell
10,555
-499
-5% -$25.6K 0.01% 311
2021
Q4 		$522K Sell
11,054
-2,938
-21% -$142K 0.01% 312
2021
Q3 		$657K Buy
13,992
+8,060
+136% +$354K 0.02% 282
2021
Q2 		$272K Sell
5,932
-762
-11% -$36K 0.01% 340
2021
Q1 		$295K Buy
6,694
+369
+6% +$15.4K 0.01% 311
2020
Q4 		$226K Buy
+6,325
New +$198K 0.01% 320

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

Advisors Capital Management's CFG Position: Q2 2026 in Review

Advisors Capital Management increased its Citizens Financial Group (CFG) stake by 26% in Q2 2026, buying an estimated $137K and bringing the position to 10,250 shares worth $718K. The position accounts for 0.01% of the portfolio, ranked #381.

Advisors Capital Management first reported a position in CFG in Q4 2020 and has held it in 21 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Advisors Capital Management held 10,250 shares of Citizens Financial Group worth $718K as of Q2 2026.
  • Advisors Capital Management bought 2,130 Citizens Financial Group shares in Q2 2026, an estimated $137K.
  • Citizens Financial Group made up 0.01% of Advisors Capital Management's portfolio in Q2 2026, its #381 holding.
  • Advisors Capital Management first reported a position in Citizens Financial Group in Q4 2020 and has held it in 21 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.