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Avantra Family Wealth’s Citizens Financial Group CFG Stock Holding History

Avantra Family Wealth’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 		$367K Buy
5,237
+1,371
+35% +$88.4K 0.23% 125
2026
Q1 		$232K Buy
+3,866
New +$238K 0.17% 150
2025
Q1 		– Sell
-4,595
Closed -$201K – 153
2024
Q4 		$201K Buy
+4,595
New +$203K 0.19% 150

Other funds holding CFG

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Avantra Family Wealth's CFG Position: Q2 2026 in Review

Avantra Family Wealth increased its Citizens Financial Group (CFG) stake by 35% in Q2 2026, buying an estimated $88.4K and bringing the position to 5,237 shares worth $367K. The position accounts for 0.23% of the portfolio, ranked #125.

Avantra Family Wealth first reported a position in CFG in Q4 2024 and has held it in 3 quarters since. 429 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Avantra Family Wealth held 5,237 shares of Citizens Financial Group worth $367K as of Q2 2026.
  • Avantra Family Wealth bought 1,371 Citizens Financial Group shares in Q2 2026, an estimated $88.4K.
  • Citizens Financial Group made up 0.23% of Avantra Family Wealth's portfolio in Q2 2026, its #125 holding.
  • Avantra Family Wealth first reported a position in Citizens Financial Group in Q4 2024 and has held it in 3 quarters since.
  • 429 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.