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

Aptus 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 		$736K Sell
10,501
-26
-0.2% -$1.68K 0.01% 685
2026
Q1 		$631K Sell
10,527
-162
-2% -$9.96K 0.01% 660
2025
Q4 		$624K Buy
10,689
+1,465
+16% +$78.7K ﹤0.01% 683
2025
Q3 		$490K Sell
9,224
-119
-1% -$5.92K ﹤0.01% 701
2025
Q2 		$418K Sell
9,343
-1,214
-11% -$47.8K ﹤0.01% 724
2025
Q1 		$433K Sell
10,557
-2,234
-17% -$99.7K ﹤0.01% 677
2024
Q4 		$560K Buy
+12,791
New +$566K 0.01% 602

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

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

Aptus Capital Advisors reduced its Citizens Financial Group (CFG) stake by 0.25% in Q2 2026, selling an estimated $1.68K and leaving 10,501 shares worth $736K. The position accounts for 0.01% of the portfolio, ranked #685.

Aptus Capital Advisors first reported a position in CFG in Q4 2024 and has held it in 7 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Aptus Capital Advisors held 10,501 shares of Citizens Financial Group worth $736K as of Q2 2026.
  • Aptus Capital Advisors sold 26 Citizens Financial Group shares in Q2 2026, an estimated $1.68K.
  • Citizens Financial Group made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #685 holding.
  • Aptus Capital Advisors first reported a position in Citizens Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.