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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
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

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

Avanza Fonder's CFG Position: Q2 2026 in Review

Avanza Fonder increased its Citizens Financial Group (CFG) stake by 29% in Q2 2026, buying an estimated $654K and bringing the position to 45,380 shares worth $3.18M. The position accounts for 0.07% of the portfolio, ranked #227.

Avanza Fonder first reported a position in CFG in Q4 2024 and has held it in 7 quarters since. 1,099 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Avanza Fonder held 45,380 shares of Citizens Financial Group worth $3.18M as of Q2 2026.
  • Avanza Fonder bought 10,149 Citizens Financial Group shares in Q2 2026, an estimated $654K.
  • Citizens Financial Group made up 0.07% of Avanza Fonder's portfolio in Q2 2026, its #227 holding.
  • Avanza Fonder first reported a position in Citizens Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Avanza Fonder's 13F filing for Q2 2026, filed 17 Jul 2026.