Cetera Investment Advisers
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Cetera Investment Advisers’s Citizens Financial Group CFG Stock Holding History

Cetera Investment Advisers’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 		$11.4M Buy
163,364
+4,220
+3% +$272K 0.01% 1073
2026
Q1 		$9.54M Sell
159,144
-5,380
-3% -$331K 0.01% 1090
2025
Q4 		$9.61M Buy
164,524
+3,086
+2% +$166K 0.01% 1056
2025
Q3 		$8.58M Buy
161,438
+45,577
+39% +$2.27M 0.01% 1083
2025
Q2 		$5.18M Sell
115,861
-4,143
-3% -$163K 0.01% 1164
2025
Q1 		$4.92M Sell
120,004
-35,414
-23% -$1.58M 0.01% 1126
2024
Q4 		$6.8M Buy
155,418
+7,823
+5% +$346K 0.01% 883
2024
Q3 		$6.06M Buy
147,595
+12,740
+9% +$515K 0.01% 916
2024
Q2 		$4.86M Buy
134,855
+6,003
+5% +$209K 0.01% 1014
2024
Q1 		$4.68M Buy
128,852
+102,899
+396% +$3.38M 0.01% 1018
2023
Q4 		$860K Sell
25,953
-1,471
-5% -$40.5K 0.01% 1190
2023
Q3 		$735K Sell
27,424
-3,808
-12% -$109K 0.01% 1221
2023
Q2 		$815K Sell
31,232
-1,608
-5% -$44.3K 0.01% 1158
2023
Q1 		$997K Buy
32,840
+13,367
+69% +$524K 0.01% 1038
2022
Q4 		$767K Buy
19,473
+12,610
+184% +$492K 0.01% 1120
2022
Q3 		$236K Sell
6,863
-2,436
-26% -$90.1K ﹤0.01% 1417
2022
Q2 		$332K Buy
9,299
+876
+10% +$34.6K 0.01% 1346
2022
Q1 		$382K Buy
8,423
+212
+3% +$10.9K 0.01% 1349
2021
Q4 		$388K Sell
8,211
-1,856
-18% -$89.4K 0.01% 1336
2021
Q3 		$473K Buy
10,067
+333
+3% +$14.6K 0.01% 1175
2021
Q2 		$447K Buy
9,734
+1,121
+13% +$52.9K 0.01% 1185
2021
Q1 		$380K Buy
8,613
+2,404
+39% +$100K 0.01% 1121
2020
Q4 		$222K Buy
+6,209
New +$195K ﹤0.01% 1405

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

Cetera Investment Advisers's CFG Position: Q2 2026 in Review

Cetera Investment Advisers increased its Citizens Financial Group (CFG) stake by 2.7% in Q2 2026, buying an estimated $272K and bringing the position to 163,364 shares worth $11.4M. The position accounts for 0.01% of the portfolio, ranked #1073.

Cetera Investment Advisers first reported a position in CFG in Q4 2020 and has held it in 23 quarters since. 1,099 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Cetera Investment Advisers held 163,364 shares of Citizens Financial Group worth $11.4M as of Q2 2026.
  • Cetera Investment Advisers bought 4,220 Citizens Financial Group shares in Q2 2026, an estimated $272K.
  • Citizens Financial Group made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1073 holding.
  • Cetera Investment Advisers first reported a position in Citizens Financial Group in Q4 2020 and has held it in 23 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.