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Beacon Pointe Advisors’s Citizens Financial Group CFG Stock Holding History

Beacon Pointe Advisors’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 		$502K Buy
7,171
+1,301
+22% +$83.9K ﹤0.01% 1335
2026
Q1 		$352K Buy
+5,870
New +$361K ﹤0.01% 1456
2025
Q4 		– Sell
-4,700
Closed -$250K – 1517
2025
Q3 		$250K Buy
+4,700
New +$234K ﹤0.01% 1247
2025
Q1 		– Sell
-5,502
Closed -$241K – 1222
2024
Q4 		$241K Buy
+5,502
New +$243K ﹤0.01% 1091
2024
Q2 		– Sell
-7,196
Closed -$261K – 1291
2024
Q1 		$261K Sell
7,196
-129
-2% -$4.23K ﹤0.01% 1157
2023
Q4 		$243K Sell
7,325
-2,101
-22% -$57.8K ﹤0.01% 1142
2023
Q3 		$253K Buy
9,426
+1,615
+21% +$46.2K ﹤0.01% 1141
2023
Q2 		$204K Sell
7,811
-5,544
-42% -$153K ﹤0.01% 1007
2023
Q1 		$406K Buy
13,355
+1,292
+11% +$50.6K 0.01% 823
2022
Q4 		$475K Buy
12,063
+320
+3% +$12.5K 0.01% 704
2022
Q3 		$402K Sell
11,743
-1,721
-13% -$63.7K 0.01% 710
2022
Q2 		$479K Sell
13,464
-3,987
-23% -$157K 0.01% 666
2022
Q1 		$791K Buy
17,451
+7,653
+78% +$393K 0.01% 679
2021
Q4 		$463K Sell
9,798
-495
-5% -$23.8K 0.01% 591
2021
Q3 		$484K Buy
10,293
+2,806
+37% +$123K 0.01% 549
2021
Q2 		$343K Buy
+7,487
New +$353K 0.01% 619

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

Beacon Pointe Advisors's CFG Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Citizens Financial Group (CFG) stake by 22% in Q2 2026, buying an estimated $83.9K and bringing the position to 7,171 shares worth $502K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Beacon Pointe Advisors first reported a position in CFG in Q2 2021 and has held it in 16 quarters since. The position peaked at $791K in Q1 2022. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Beacon Pointe Advisors held 7,171 shares of Citizens Financial Group worth $502K as of Q2 2026.
  • Beacon Pointe Advisors bought 1,301 Citizens Financial Group shares in Q2 2026, an estimated $83.9K.
  • Citizens Financial Group made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1335 holding.
  • Beacon Pointe Advisors first reported a position in Citizens Financial Group in Q2 2021 and has held it in 16 quarters since.
  • Beacon Pointe Advisors's Citizens Financial Group position peaked at $791K in Q1 2022.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.