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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Beacon Pointe Advisors's CFG Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in Citizens Financial Group (CFG) in Q1 2026: 5,870 shares worth $352K. The stake represents ﹤0.01% of the portfolio and ranks #1456 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in CFG as recently as Q3 2025.

Beacon Pointe Advisors first reported a position in CFG in Q2 2021 and has held it in 15 quarters since. The position peaked at $791K in Q1 2022. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Beacon Pointe Advisors held 5,870 shares of Citizens Financial Group worth $352K as of Q1 2026.
  • Citizens Financial Group was a new Beacon Pointe Advisors position in Q1 2026.
  • Citizens Financial Group made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1456 holding.
  • Beacon Pointe Advisors first reported a position in Citizens Financial Group in Q2 2021 and has held it in 15 quarters since.
  • Beacon Pointe Advisors's Citizens Financial Group position peaked at $791K in Q1 2022.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.