Avanza Fonder
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Avanza Fonder’s Citizens Financial Group CFG Stock Holding History

Avanza Fonder’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
Q3 		$2.89M Hold
45,380
– – 0.06% 242
2026
Q2 		$3.18M Buy
45,380
+10,149
+29% +$654K 0.07% 227
2026
Q1 		$2.11M Hold
35,231
– – 0.06% 251
2025
Q4 		$2.06M Hold
35,231
– – 0.05% 268
2025
Q3 		$1.87M Hold
35,231
– – 0.05% 264
2025
Q2 		$1.58M Sell
35,231
-1,160
-3% -$45.7K 0.05% 287
2025
Q1 		$1.52M Sell
36,391
-85
-0.2% -$3.79K 0.05% 292
2024
Q4 		$1.6M Buy
+36,476
New +$1.61M 0.05% 288

Other funds holding CFG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM

Avanza Fonder's CFG Position: Q3 2026 in Review

Avanza Fonder held its Citizens Financial Group (CFG) position steady in Q3 2026 at 45,380 shares worth $2.89M. The position accounts for 0.06% of the portfolio, ranked #242.

Avanza Fonder first reported a position in CFG in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.18M in Q2 2026. 613 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Avanza Fonder held 45,380 shares of Citizens Financial Group worth $2.89M as of Q3 2026.
  • Avanza Fonder left its Citizens Financial Group share count unchanged in Q3 2026.
  • Citizens Financial Group made up 0.06% of Avanza Fonder's portfolio in Q3 2026, its #242 holding.
  • Avanza Fonder first reported a position in Citizens Financial Group in Q4 2024 and has held it in 8 quarters since.
  • Avanza Fonder's Citizens Financial Group position peaked at $3.18M in Q2 2026.
  • 613 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Avanza Fonder's 13F filing for Q3 2026, filed 13 Oct 2026.