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Bell Investment Advisors’s Citizens Financial Group CFG Stock Holding History

Bell Investment 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 		$2.94K Buy
42
+8
+24% +$516 ﹤0.01% 1204
2026
Q1 		$2.04K Sell
34
-14
-29% -$860 ﹤0.01% 1329
2025
Q4 		$2.8K Buy
48
+4
+9% +$215 ﹤0.01% 1228
2025
Q3 		$2.34K Buy
44
+10
+29% +$498 ﹤0.01% 1280
2025
Q2 		$1.52K Sell
34
-12
-26% -$472 ﹤0.01% 1452
2025
Q1 		$1.89K Buy
46
+12
+35% +$535 ﹤0.01% 1325
2024
Q4 		$1.49K Sell
34
-37
-52% -$1.64K ﹤0.01% 1442
2024
Q3 		$2.92K Hold
71
– – ﹤0.01% 1195
2024
Q2 		$2.56K Hold
71
– – ﹤0.01% 1252
2024
Q1 		$2.58K Hold
71
– – ﹤0.01% 1231
2023
Q4 		$2.35K Sell
71
-95
-57% -$2.62K ﹤0.01% 1257
2023
Q3 		$4.45K Buy
166
+55
+50% +$1.57K ﹤0.01% 870
2023
Q2 		$2.9K Buy
111
+70
+171% +$1.93K ﹤0.01% 1109
2023
Q1 		$1.25K Sell
41
-148
-78% -$5.8K ﹤0.01% 1472
2022
Q4 		$7.44K Buy
189
+13
+7% +$508 ﹤0.01% 608
2022
Q3 		$6K Sell
176
-167
-49% -$6.18K ﹤0.01% 576
2022
Q2 		$12K Buy
+343
New +$13.5K ﹤0.01% 375
2021
Q4 		$2K Sell
41
-43
-51% -$2.07K ﹤0.01% 1105
2021
Q3 		$4K Buy
+84
New +$3.69K ﹤0.01% 778

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's CFG Position: Q2 2026 in Review

Bell Investment Advisors increased its Citizens Financial Group (CFG) stake by 24% in Q2 2026, buying an estimated $516 and bringing the position to 42 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Bell Investment Advisors first reported a position in CFG in Q3 2021 and has held it in 19 quarters since. The position peaked at $12K in Q2 2022. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Bell Investment Advisors held 42 shares of Citizens Financial Group worth $2.94K as of Q2 2026.
  • Bell Investment Advisors bought 8 Citizens Financial Group shares in Q2 2026, an estimated $516.
  • Citizens Financial Group made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1204 holding.
  • Bell Investment Advisors first reported a position in Citizens Financial Group in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Citizens Financial Group position peaked at $12K in Q2 2022.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.