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Cedar Mountain Advisors’s Citizens Financial Group CFG Stock Holding History

Cedar Mountain 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 		$31.4K Hold
448
– – 0.01% 247
2026
Q1 		$26.9K Buy
+448
New +$27.5K 0.01% 240
2024
Q2 		– Sell
-39
Closed -$1.42K – 345
2024
Q1 		$1.42K Hold
39
– – ﹤0.01% 292
2023
Q4 		$1.29K Buy
+39
New +$1.07K ﹤0.01% 282

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

Cedar Mountain Advisors's CFG Position: Q2 2026 in Review

Cedar Mountain Advisors held its Citizens Financial Group (CFG) position steady in Q2 2026 at 448 shares worth $31.4K. The position accounts for 0.01% of the portfolio, ranked #247.

Cedar Mountain Advisors first reported a position in CFG in Q4 2023 and has held it in 4 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Cedar Mountain Advisors held 448 shares of Citizens Financial Group worth $31.4K as of Q2 2026.
  • Cedar Mountain Advisors left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up 0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #247 holding.
  • Cedar Mountain Advisors first reported a position in Citizens Financial Group in Q4 2023 and has held it in 4 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.