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ALPS Advisors’s Citizens Financial Group CFG Stock Holding History

ALPS 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 		$252K Buy
+3,594
New +$232K ﹤0.01% 1123
2024
Q4 		– Sell
-601,102
Closed -$24.7M – 1001
2024
Q3 		$24.7M Sell
601,102
-48,173
-7% -$1.95M 0.17% 84
2024
Q2 		$23.4M Sell
649,275
-10,697
-2% -$373K 0.16% 73
2024
Q1 		$24M Sell
659,972
-94,663
-13% -$3.11M 0.17% 75
2023
Q4 		$25M Buy
754,635
+742,423
+6,079% +$20.4M 0.2% 61
2023
Q3 		$327K Buy
12,212
+2,992
+32% +$85.5K ﹤0.01% 771
2023
Q2 		$240K Buy
9,220
+70
+0.8% +$1.93K ﹤0.01% 956
2023
Q1 		$278K Buy
+9,150
New +$358K ﹤0.01% 946
2022
Q3 		– Sell
-13,703
Closed -$489K – 1082
2022
Q2 		$489K Buy
13,703
+6,478
+90% +$256K ﹤0.01% 613
2022
Q1 		$328K Buy
+7,225
New +$371K ﹤0.01% 727
2020
Q3 		– Sell
-10,588
Closed -$267K – 835
2020
Q2 		$267K Sell
10,588
-1,176
-10% -$26.7K ﹤0.01% 604
2020
Q1 		$221K Buy
11,764
+2,154
+22% +$70.3K ﹤0.01% 705
2019
Q4 		$390K Sell
9,610
-418
-4% -$15.6K ﹤0.01% 589
2019
Q3 		$355K Buy
+10,028
New +$350K ﹤0.01% 689
2019
Q1 		– Sell
-11,616
Closed -$345K – 905
2018
Q4 		$345K Sell
11,616
-473
-4% -$16.6K ﹤0.01% 719
2018
Q3 		$466K Buy
12,089
+2,048
+20% +$82.6K ﹤0.01% 799
2018
Q2 		$391K Sell
10,041
-14,510
-59% -$604K ﹤0.01% 786
2018
Q1 		$1.03M Buy
24,551
+10,906
+80% +$490K 0.01% 309
2017
Q4 		$573K Hold
13,645
– – ﹤0.01% 426
2017
Q3 		$517K Buy
13,645
+770
+6% +$26.9K ﹤0.01% 438
2017
Q2 		$459K Buy
12,875
+33
+0.3% +$1.17K ﹤0.01% 591
2017
Q1 		$444K Buy
+12,842
New +$469K ﹤0.01% 652

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

ALPS Advisors's CFG Position: Q2 2026 in Review

ALPS Advisors opened a new position in Citizens Financial Group (CFG) in Q2 2026: 3,594 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #1123 among its holdings. This is a return to the name: ALPS Advisors previously reported a position in CFG as recently as Q3 2024.

ALPS Advisors first reported a position in CFG in Q1 2017 and has held it in 22 quarters since. The position peaked at $25M in Q4 2023. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • ALPS Advisors held 3,594 shares of Citizens Financial Group worth $252K as of Q2 2026.
  • Citizens Financial Group was a new ALPS Advisors position in Q2 2026.
  • Citizens Financial Group made up ﹤0.01% of ALPS Advisors's portfolio in Q2 2026, its #1123 holding.
  • ALPS Advisors first reported a position in Citizens Financial Group in Q1 2017 and has held it in 22 quarters since.
  • ALPS Advisors's Citizens Financial Group position peaked at $25M in Q4 2023.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.