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Clearstead Advisors’s Citizens Financial Group CFG Stock Holding History

Clearstead 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 		$319K Sell
4,551
-3,380
-43% -$218K ﹤0.01% 908
2026
Q1 		$476K Sell
7,931
-1,377
-15% -$84.6K ﹤0.01% 724
2025
Q4 		$544K Buy
9,308
+6,416
+222% +$345K 0.01% 630
2025
Q3 		$154K Buy
2,892
+78
+3% +$3.88K ﹤0.01% 940
2025
Q2 		$126K Sell
2,814
-583
-17% -$22.9K ﹤0.01% 996
2025
Q1 		$139K Buy
3,397
+1,233
+57% +$55K ﹤0.01% 913
2024
Q4 		$94.7K Buy
2,164
+14
+0.7% +$619 ﹤0.01% 1038
2024
Q3 		$88.3K Buy
2,150
+100
+5% +$4.04K ﹤0.01% 1059
2024
Q2 		$73.9K Hold
2,050
– – ﹤0.01% 1072
2024
Q1 		$73.7K Sell
2,050
-852
-29% -$27.9K ﹤0.01% 674
2023
Q4 		$96.2K Hold
2,902
– – 0.01% 593
2023
Q3 		$77.8K Sell
2,902
-65
-2% -$1.86K ﹤0.01% 612
2023
Q2 		$77.4K Sell
2,967
-173
-6% -$4.77K ﹤0.01% 628
2023
Q1 		$95.4K Sell
3,140
-42
-1% -$1.65K 0.01% 520
2022
Q4 		$125K Buy
3,182
+167
+6% +$6.52K 0.01% 461
2022
Q3 		$104K Buy
3,015
+8
+0.3% +$296 0.01% 470
2022
Q2 		$107K Buy
3,007
+105
+4% +$4.15K 0.01% 490
2022
Q1 		$132K Hold
2,902
– – 0.01% 494
2021
Q4 		$137K Hold
2,902
– – 0.01% 453
2021
Q3 		$136K Sell
2,902
-94
-3% -$4.13K 0.01% 426
2021
Q2 		$137K Buy
2,996
+94
+3% +$4.44K 0.01% 400
2021
Q1 		$128K Hold
2,902
– – 0.01% 397
2020
Q4 		$104K Buy
2,902
+852
+42% +$26.7K 0.01% 406
2020
Q3 		$52K Buy
+2,050
New +$52K 0.01% 458

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

Clearstead Advisors's CFG Position: Q2 2026 in Review

Clearstead Advisors reduced its Citizens Financial Group (CFG) stake by 43% in Q2 2026, selling an estimated $218K and leaving 4,551 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Clearstead Advisors first reported a position in CFG in Q3 2020 and has held it in 24 quarters since. The position peaked at $544K in Q4 2025. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Clearstead Advisors held 4,551 shares of Citizens Financial Group worth $319K as of Q2 2026.
  • Clearstead Advisors sold 3,380 Citizens Financial Group shares in Q2 2026, an estimated $218K.
  • Citizens Financial Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #908 holding.
  • Clearstead Advisors first reported a position in Citizens Financial Group in Q3 2020 and has held it in 24 quarters since.
  • Clearstead Advisors's Citizens Financial Group position peaked at $544K in Q4 2025.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.