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Checchi Capital Advisers’s Citizens Financial Group CFG Stock Holding History

Checchi Capital 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 		$349K Buy
4,985
+164
+3% +$10.6K 0.02% 443
2026
Q1 		$289K Buy
4,821
+1,215
+34% +$74.7K 0.01% 479
2025
Q4 		$211K Buy
+3,606
New +$194K 0.01% 518
2016
Q3 		– Sell
-1,182
Closed -$24K – 537
2016
Q2 		$24K Buy
1,182
+50
+4% +$1.11K ﹤0.01% 1124
2016
Q1 		$24K Buy
+1,132
New +$24K 0.01% 1054

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

Checchi Capital Advisers's CFG Position: Q2 2026 in Review

Checchi Capital Advisers increased its Citizens Financial Group (CFG) stake by 3.4% in Q2 2026, buying an estimated $10.6K and bringing the position to 4,985 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #443.

Checchi Capital Advisers first reported a position in CFG in Q1 2016 and has held it in 5 quarters since. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Checchi Capital Advisers held 4,985 shares of Citizens Financial Group worth $349K as of Q2 2026.
  • Checchi Capital Advisers bought 164 Citizens Financial Group shares in Q2 2026, an estimated $10.6K.
  • Citizens Financial Group made up 0.02% of Checchi Capital Advisers's portfolio in Q2 2026, its #443 holding.
  • Checchi Capital Advisers first reported a position in Citizens Financial Group in Q1 2016 and has held it in 5 quarters since.
  • 1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.