Avestar Capital’s Citizens Financial Group CFG Stock Holding History

Avestar Capital’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	$359K	Buy	+5,122	New	+$330K	0.02%	448
2022 Q2	–	Sell	-33,660	Closed	-$1.53M	–	307
2022 Q1	$1.53M	Buy	33,660 +22,387	+199%	+$1.15M	0.24%	83
2021 Q4	$533K	Sell	11,273 -2,389	-17%	-$115K	0.07%	248
2021 Q3	$642K	Buy	+13,662	New	+$600K	0.08%	251
2019 Q3	–	Sell	-236	Closed	-$6K	–	284
2019 Q2	$6K	Hold	236	–	–	﹤0.01%	559
2019 Q1	$6K	Hold	236	–	–	﹤0.01%	545
2018 Q4	$5K	Buy	+236	New	+$8.27K	﹤0.01%	521
2018 Q3	–	Sell	-44	Closed	-$1K	–	851
2018 Q2	$1K	Hold	44	–	–	﹤0.01%	741
2018 Q1	$1K	Buy	+44	New	+$1.98K	﹤0.01%	695

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Avestar Capital's CFG Position: Q2 2026 in Review

Avestar Capital opened a new position in Citizens Financial Group (CFG) in Q2 2026: 5,122 shares worth $359K. The stake represents 0.02% of the portfolio and ranks #448 among its holdings. This is a return to the name: Avestar Capital previously reported a position in CFG as recently as Q1 2022.

Avestar Capital first reported a position in CFG in Q1 2018 and has held it in 9 quarters since. The position peaked at $1.53M in Q1 2022. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Avestar Capital held 5,122 shares of Citizens Financial Group worth $359K as of Q2 2026.
Citizens Financial Group was a new Avestar Capital position in Q2 2026.
Citizens Financial Group made up 0.02% of Avestar Capital's portfolio in Q2 2026, its #448 holding.
Avestar Capital first reported a position in Citizens Financial Group in Q1 2018 and has held it in 9 quarters since.
Avestar Capital's Citizens Financial Group position peaked at $1.53M in Q1 2022.
1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.