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Capital Advisors Ltd’s Citizens Financial Group CFG Stock Holding History

Capital Advisors Ltd’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 		$9K Hold
122
– – ﹤0.01% 869
2026
Q1 		$7K Hold
122
– – ﹤0.01% 889
2025
Q4 		$7K Hold
122
– – ﹤0.01% 868
2025
Q3 		$6K Hold
122
– – ﹤0.01% 878
2025
Q2 		$5K Sell
122
-1
-0.8% -$39 ﹤0.01% 918
2025
Q1 		$5K Hold
123
– – ﹤0.01% 910
2024
Q4 		$5K Hold
123
– – ﹤0.01% 932
2024
Q3 		$5K Hold
123
– – ﹤0.01% 909
2024
Q2 		$4K Sell
123
-5
-4% -$174 ﹤0.01% 933
2024
Q1 		$5K Buy
128
+25
+24% +$820 ﹤0.01% 869
2023
Q4 		$3K Buy
103
+71
+222% +$1.95K ﹤0.01% 931
2023
Q3 		$1K Hold
32
– – ﹤0.01% 1095
2023
Q2 		$1K Buy
32
+17
+113% +$468 ﹤0.01% 1106
2023
Q1 		$0 Sell
15
-194
-93% -$7.6K ﹤0.01% 1235
2022
Q4 		$2K Buy
209
+187
+850% +$7.3K ﹤0.01% 832
2022
Q3 		$1K Sell
22
-7
-24% -$259 ﹤0.01% 977
2022
Q2 		$1K Buy
+29
New +$1.15K ﹤0.01% 739
2022
Q1 		– Sell
-11
Closed -$1K – 934
2021
Q4 		$1K Buy
+11
New +$530 ﹤0.01% 629
2020
Q3 		– Sell
-453
Closed -$99K – 448
2020
Q2 		$99K Buy
453
+137
+43% +$3.11K 0.03% 216
2020
Q1 		$6K Buy
+316
New +$10.3K ﹤0.01% 398

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

Capital Advisors Ltd's CFG Position: Q2 2026 in Review

Capital Advisors Ltd held its Citizens Financial Group (CFG) position steady in Q2 2026 at 122 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Capital Advisors Ltd first reported a position in CFG in Q1 2020 and has held it in 20 quarters since. The position peaked at $99K in Q2 2020. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Capital Advisors Ltd held 122 shares of Citizens Financial Group worth $9K as of Q2 2026.
  • Capital Advisors Ltd left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #869 holding.
  • Capital Advisors Ltd first reported a position in Citizens Financial Group in Q1 2020 and has held it in 20 quarters since.
  • Capital Advisors Ltd's Citizens Financial Group position peaked at $99K in Q2 2020.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.