AAS
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Avantax Advisory Services’s Citizens Financial Group CFG Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$1.65M Sell
36,886
-776
-2% -$30.5K 0.01% 897
2025
Q1 		$1.54M Buy
37,662
+3,659
+11% +$163K 0.01% 876
2024
Q4 		$1.49M Buy
34,003
+673
+2% +$29.8K 0.01% 865
2024
Q3 		$1.37M Buy
33,330
+3,135
+10% +$127K 0.01% 862
2024
Q2 		$1.09M Buy
30,195
+21,731
+257% +$758K 0.01% 936
2024
Q1 		$307K Sell
8,464
-434
-5% -$14.2K ﹤0.01% 1279
2023
Q4 		$295K Sell
8,898
-3,878
-30% -$107K ﹤0.01% 1243
2023
Q3 		$342K Buy
12,776
+2,394
+23% +$68.4K ﹤0.01% 1123
2023
Q2 		$271K Buy
10,382
+1,663
+19% +$45.8K ﹤0.01% 1240
2023
Q1 		$265K Buy
8,719
+2,095
+32% +$82K ﹤0.01% 1223
2022
Q4 		$261K Buy
6,624
+440
+7% +$17.2K ﹤0.01% 1177
2022
Q3 		$212K Buy
+6,184
New +$229K ﹤0.01% 1186

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avantax Advisory Services's CFG Position: Q2 2025 in Review

Avantax Advisory Services reduced its Citizens Financial Group (CFG) stake by 2.1% in Q2 2025, selling an estimated $30.5K and leaving 36,886 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #897.

Avantax Advisory Services first reported a position in CFG in Q3 2022 and has held it in 12 quarters since. 805 funds tracked by Wall St. Rank hold CFG as of Q2 2025.

  • Avantax Advisory Services held 36,886 shares of Citizens Financial Group worth $1.65M as of Q2 2025.
  • Avantax Advisory Services sold 776 Citizens Financial Group shares in Q2 2025, an estimated $30.5K.
  • Citizens Financial Group made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #897 holding.
  • Avantax Advisory Services first reported a position in Citizens Financial Group in Q3 2022 and has held it in 12 quarters since.
  • 805 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.