Ameritas Advisory Services’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
Sell
-28,008
Closed -$1.68M 1977
2026
Q1
$1.68M Sell
28,008
-3,465
-11% -$213K 0.07% 257
2025
Q4
$1.84M Buy
+31,473
New +$1.69M 0.07% 238
2025
Q3
Sell
-114
Closed -$5.1K 2246
2025
Q2
$5.1K Buy
+114
New +$4.49K ﹤0.01% 2232
2023
Q2
Sell
-519
Closed -$15.1K 862
2023
Q1
$15.1K Buy
+519
New +$20.3K ﹤0.01% 1757

Other funds holding CFG

Ameritas Advisory Services's CFG Position: Q2 2026 in Review

Ameritas Advisory Services sold out of Citizens Financial Group (CFG) in Q2 2026, closing a stake of 28,008 shares — an estimated $1.68M sold.

Ameritas Advisory Services first reported a position in CFG in Q1 2023 and held it in 4 quarters. The position peaked at $1.84M in Q4 2025. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Ameritas Advisory Services reported no remaining Citizens Financial Group position as of Q2 2026 after selling out during the quarter.
  • Ameritas Advisory Services sold 28,008 Citizens Financial Group shares in Q2 2026, an estimated $1.68M.
  • Ameritas Advisory Services first reported a position in Citizens Financial Group in Q1 2023 and held it in 4 quarters.
  • Ameritas Advisory Services's Citizens Financial Group position peaked at $1.84M in Q4 2025.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.