American Capital Advisory’s Citizens Financial Group CFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.13K Buy
59
+16
+37% +$1.03K ﹤0.01% 471
2026
Q1
$2.58K Buy
43
+26
+153% +$1.6K ﹤0.01% 494
2025
Q4
$993 Buy
17
+2
+13% +$107 ﹤0.01% 601
2025
Q3
$798 Hold
15
﹤0.01% 582
2025
Q2
$672 Buy
+15
New +$590 ﹤0.01% 562

Other funds holding CFG

American Capital Advisory's CFG Position: Q2 2026 in Review

American Capital Advisory increased its Citizens Financial Group (CFG) stake by 37% in Q2 2026, buying an estimated $1.03K and bringing the position to 59 shares worth $4.13K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

American Capital Advisory first reported a position in CFG in Q2 2025 and has held it in 5 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • American Capital Advisory held 59 shares of Citizens Financial Group worth $4.13K as of Q2 2026.
  • American Capital Advisory bought 16 Citizens Financial Group shares in Q2 2026, an estimated $1.03K.
  • Citizens Financial Group made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #471 holding.
  • American Capital Advisory first reported a position in Citizens Financial Group in Q2 2025 and has held it in 5 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.