Cambridge Investment Research Advisors’s Citizens Financial Group CFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.34M Buy
47,641
+2,443
+5% +$158K 0.01% 1301
2026
Q1
$2.71M Buy
45,198
+1,132
+3% +$69.6K 0.01% 1365
2025
Q4
$2.57M Sell
44,066
-2,197
-5% -$118K 0.01% 1328
2025
Q3
$2.46M Buy
46,263
+3,398
+8% +$169K 0.01% 1351
2025
Q2
$1.92M Buy
42,865
+901
+2% +$35.5K 0.01% 1462
2025
Q1
$1.72M Sell
41,964
-2,527
-6% -$113K 0.01% 1451
2024
Q4
$1.95M Sell
44,491
-2,987
-6% -$132K 0.01% 1376
2024
Q3
$1.95M Sell
47,478
-26,260
-36% -$1.06M 0.01% 1367
2024
Q2
$2.66M Sell
73,738
-6,957
-9% -$243K 0.01% 1101
2024
Q1
$2.93M Sell
80,695
-49,980
-38% -$1.64M 0.01% 1042
2023
Q4
$4.33M Buy
130,675
+745
+0.6% +$20.5K 0.02% 772
2023
Q3
$3.48M Buy
129,930
+3,844
+3% +$110K 0.02% 844
2023
Q2
$3.29M Buy
126,086
+19,640
+18% +$541K 0.02% 877
2023
Q1
$3.23M Sell
106,446
-31,711
-23% -$1.24M 0.02% 857
2022
Q4
$5.44M Buy
138,157
+10,509
+8% +$410K 0.03% 569
2022
Q3
$4.39M Buy
127,648
+29,140
+30% +$1.08M 0.02% 631
2022
Q2
$3.52M Buy
98,508
+11,610
+13% +$458K 0.02% 763
2022
Q1
$3.94M Sell
86,898
-777
-0.9% -$39.9K 0.02% 754
2021
Q4
$4.14M Buy
87,675
+6,189
+8% +$298K 0.02% 728
2021
Q3
$3.83M Sell
81,486
-6,502
-7% -$285K 0.02% 729
2021
Q2
$4.04M Buy
87,988
+1,927
+2% +$90.9K 0.02% 730
2021
Q1
$3.8M Buy
86,061
+3,358
+4% +$140K 0.02% 684
2020
Q4
$2.96M Buy
82,703
+4,316
+6% +$135K 0.02% 723
2020
Q3
$1.98M Buy
78,387
+12,096
+18% +$307K 0.01% 809
2020
Q2
$1.67M Buy
66,291
+38,437
+138% +$872K 0.01% 853
2020
Q1
$524K Buy
27,854
+13,262
+91% +$433K 0.01% 1336
2019
Q4
$593K Buy
14,592
+8,414
+136% +$315K ﹤0.01% 1470
2019
Q3
$218K Buy
6,178
+360
+6% +$12.6K ﹤0.01% 2058
2019
Q2
$206K Buy
+5,818
New +$203K ﹤0.01% 1984
2018
Q3
Sell
-5,761
Closed -$224K 2249
2018
Q2
$224K Buy
5,761
+173
+3% +$7.21K ﹤0.01% 1933
2018
Q1
$235K Buy
+5,588
New +$251K ﹤0.01% 1855
2017
Q1
Sell
-13,577
Closed -$484K 1771
2016
Q4
$484K Buy
+13,577
New +$411K 0.01% 1029

Other funds holding CFG

Cambridge Investment Research Advisors's CFG Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Citizens Financial Group (CFG) stake by 5.4% in Q2 2026, buying an estimated $158K and bringing the position to 47,641 shares worth $3.34M. The position accounts for 0.01% of the portfolio, ranked #1301.

Cambridge Investment Research Advisors first reported a position in CFG in Q4 2016 and has held it in 32 quarters since. The position peaked at $5.44M in Q4 2022. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Cambridge Investment Research Advisors held 47,641 shares of Citizens Financial Group worth $3.34M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 2,443 Citizens Financial Group shares in Q2 2026, an estimated $158K.
  • Citizens Financial Group made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1301 holding.
  • Cambridge Investment Research Advisors first reported a position in Citizens Financial Group in Q4 2016 and has held it in 32 quarters since.
  • Cambridge Investment Research Advisors's Citizens Financial Group position peaked at $5.44M in Q4 2022.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.