CBIZ Investment Advisory Services’s Citizens Financial Group CFG Stock Holding History

CBIZ Investment Advisory Services’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	–	Sell	-287	Closed	-$16.8K	–	466
2025 Q4	$16.8K	Hold	287	–	–	﹤0.01%	292
2025 Q3	$15.3K	Sell	287 -11	-4%	-$548	﹤0.01%	290
2025 Q2	$13.3K	Sell	298 -177	-37%	-$6.97K	﹤0.01%	312
2025 Q1	$19.5K	Buy	475 +158	+50%	+$7.05K	﹤0.01%	238
2024 Q4	$13.9K	Buy	317 +53	+20%	+$2.34K	﹤0.01%	255
2024 Q3	$10.8K	Hold	264	–	–	﹤0.01%	258
2024 Q2	$9.51K	Buy	+264	New	+$9.21K	﹤0.01%	256

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

CBIZ Investment Advisory Services's CFG Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Citizens Financial Group (CFG) in Q1 2026, closing a stake of 287 shares — an estimated $16.8K sold.

CBIZ Investment Advisory Services first reported a position in CFG in Q2 2024 and held it in 7 quarters. The position peaked at $19.5K in Q1 2025. 1,024 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

CBIZ Investment Advisory Services reported no remaining Citizens Financial Group position as of Q1 2026 after selling out during the quarter.
CBIZ Investment Advisory Services sold 287 Citizens Financial Group shares in Q1 2026, an estimated $16.8K.
CBIZ Investment Advisory Services first reported a position in Citizens Financial Group in Q2 2024 and held it in 7 quarters.
CBIZ Investment Advisory Services's Citizens Financial Group position peaked at $19.5K in Q1 2025.
1,024 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.