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Annis Gardner Whiting Capital Advisors’s Citizens Financial Group CFG Stock Holding History

Annis Gardner Whiting Capital 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 		– Sell
-360
Closed -$21.6K – 490
2026
Q1 		$21.6K Buy
360
+246
+216% +$15.1K ﹤0.01% 711
2025
Q4 		$6.66K Buy
114
+62
+119% +$3.33K ﹤0.01% 834
2025
Q3 		$2.77K Buy
52
+35
+206% +$1.74K ﹤0.01% 848
2025
Q2 		$761 Hold
17
– – ﹤0.01% 1127
2025
Q1 		$697 Sell
17
-41
-71% -$1.83K ﹤0.01% 722
2024
Q4 		$2.54K Buy
+58
New +$2.56K ﹤0.01% 672
2024
Q3 		– Sell
-34
Closed -$1.23K – 777
2024
Q2 		$1.23K Sell
34
-81
-70% -$2.83K ﹤0.01% 879
2024
Q1 		$4.17K Buy
115
+17
+17% +$558 ﹤0.01% 778
2023
Q4 		$3.25K Buy
98
+27
+38% +$743 ﹤0.01% 587
2023
Q3 		$1.9K Buy
+71
New +$2.03K ﹤0.01% 619

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's CFG Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Citizens Financial Group (CFG) in Q2 2026, closing a stake of 360 shares — an estimated $21.6K sold.

Annis Gardner Whiting Capital Advisors first reported a position in CFG in Q3 2023 and held it in 10 quarters. The position peaked at $21.6K in Q1 2026. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Citizens Financial Group position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 360 Citizens Financial Group shares in Q2 2026, an estimated $21.6K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Citizens Financial Group in Q3 2023 and held it in 10 quarters.
  • Annis Gardner Whiting Capital Advisors's Citizens Financial Group position peaked at $21.6K in Q1 2026.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.