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

Atlas 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 		$49.4K Sell
705
-781
-53% -$50.4K 0.01% 717
2026
Q1 		$89.1K Buy
1,486
+391
+36% +$24K 0.01% 553
2025
Q4 		$64K Buy
+1,095
New +$58.8K 0.01% 590
2025
Q2 		$50.7K Sell
1,132
-2,009
-64% -$79.1K 0.01% 624
2025
Q1 		$129K Sell
3,141
-5,947
-65% -$265K 0.02% 497
2024
Q4 		$398K Sell
9,088
-90
-1% -$3.98K 0.05% 287
2024
Q3 		$377K Buy
9,178
+7,833
+582% +$317K 0.06% 274
2024
Q2 		$48.5K Buy
+1,345
New +$46.9K 0.01% 597
2023
Q3 		– Sell
-200
Closed -$5.22K – 880
2023
Q2 		$5.22K Hold
200
– – ﹤0.01% 781
2023
Q1 		$6.07K Hold
200
– – ﹤0.01% 782
2022
Q4 		$7.87K Hold
200
– – ﹤0.01% 753
2022
Q3 		$6.87K Hold
200
– – ﹤0.01% 746
2022
Q2 		$7.14K Sell
200
-375
-65% -$14.8K ﹤0.01% 795
2022
Q1 		$26.1K Hold
575
– – ﹤0.01% 613
2021
Q4 		$27.2K Sell
575
-1,659
-74% -$79.9K ﹤0.01% 604
2021
Q3 		$105K Sell
2,234
-7,966
-78% -$350K 0.02% 428
2021
Q2 		$468K Hold
10,200
– – 0.08% 221
2021
Q1 		$450K Buy
+10,200
New +$424K 0.09% 212
2020
Q3 		– Sell
-1,068
Closed -$27K – 360
2020
Q2 		$27K Sell
1,068
-3,099
-74% -$70.3K 0.01% 527
2020
Q1 		$78.4K Buy
4,167
+794
+24% +$25.9K 0.02% 389
2019
Q4 		$137K Sell
3,373
-308
-8% -$11.5K 0.03% 365
2019
Q3 		$130K Buy
3,681
+647
+21% +$22.6K 0.04% 375
2019
Q2 		$107K Sell
3,034
-1,178
-28% -$41.1K 0.04% 391
2019
Q1 		$137K Sell
4,212
-186
-4% -$6.45K 0.05% 323
2018
Q4 		$131K Buy
4,398
+3,220
+273% +$113K 0.05% 310
2018
Q3 		$45.7K Sell
1,178
-458
-28% -$18.5K 0.02% 427
2018
Q2 		$65.5K Sell
1,636
-356
-18% -$14.8K 0.02% 383
2018
Q1 		$83.6K Buy
+1,992
New +$89.4K 0.03% 377

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

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

Atlas Capital Advisors reduced its Citizens Financial Group (CFG) stake by 53% in Q2 2026, selling an estimated $50.4K and leaving 705 shares worth $49.4K. The position accounts for 0.01% of the portfolio, ranked #717.

Atlas Capital Advisors first reported a position in CFG in Q1 2018 and has held it in 28 quarters since. The position peaked at $468K in Q2 2021. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Atlas Capital Advisors held 705 shares of Citizens Financial Group worth $49.4K as of Q2 2026.
  • Atlas Capital Advisors sold 781 Citizens Financial Group shares in Q2 2026, an estimated $50.4K.
  • Citizens Financial Group made up 0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #717 holding.
  • Atlas Capital Advisors first reported a position in Citizens Financial Group in Q1 2018 and has held it in 28 quarters since.
  • Atlas Capital Advisors's Citizens Financial Group position peaked at $468K in Q2 2021.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

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