CA
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Continuum Advisory’s Citizens Financial Group CFG Stock Holding History

Continuum Advisory’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 		$511K Buy
7,298
+349
+5% +$22.5K 0.04% 290
2026
Q1 		$417K Buy
6,949
+111
+2% +$6.82K 0.04% 312
2025
Q4 		$399K Sell
6,838
-459
-6% -$24.7K 0.04% 319
2025
Q3 		$388K Sell
7,297
-1,435
-16% -$71.4K 0.04% 318
2025
Q2 		$391K Sell
8,732
-549
-6% -$21.6K 0.05% 296
2025
Q1 		$380K Buy
9,281
+201
+2% +$8.97K 0.05% 276
2024
Q4 		$397K Buy
9,080
+802
+10% +$35.5K 0.05% 277
2024
Q3 		$386K Sell
8,278
-572
-6% -$23.1K 0.05% 285
2024
Q2 		$319K Hold
8,850
– – 0.05% 295
2024
Q1 		$319K Sell
8,850
-2,479
-22% -$81.3K 0.05% 292
2023
Q4 		$376K Buy
11,329
+2,099
+23% +$57.8K 0.05% 328
2023
Q3 		$247K Sell
9,230
-69
-0.7% -$1.97K 0.04% 397
2023
Q2 		$243K Sell
9,299
-2,747
-23% -$75.7K 0.04% 401
2023
Q1 		$366K Sell
12,046
-54
-0.4% -$2.12K 0.06% 311
2022
Q4 		$476K Buy
12,100
+573
+5% +$22.4K 0.09% 264
2022
Q3 		$396K Sell
11,527
-1,052
-8% -$38.9K 0.07% 280
2022
Q2 		$449K Buy
12,579
+1,818
+17% +$71.8K 0.08% 269
2022
Q1 		$424K Buy
10,761
+4,260
+66% +$219K 0.08% 267
2021
Q4 		$307K Buy
6,501
+1,342
+26% +$64.6K 0.07% 239
2021
Q3 		$242K Buy
+5,159
New +$227K 0.06% 254

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

Continuum Advisory's CFG Position: Q2 2026 in Review

Continuum Advisory increased its Citizens Financial Group (CFG) stake by 5% in Q2 2026, buying an estimated $22.5K and bringing the position to 7,298 shares worth $511K. The position accounts for 0.04% of the portfolio, ranked #290.

Continuum Advisory first reported a position in CFG in Q3 2021 and has held it in 20 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Continuum Advisory held 7,298 shares of Citizens Financial Group worth $511K as of Q2 2026.
  • Continuum Advisory bought 349 Citizens Financial Group shares in Q2 2026, an estimated $22.5K.
  • Citizens Financial Group made up 0.04% of Continuum Advisory's portfolio in Q2 2026, its #290 holding.
  • Continuum Advisory first reported a position in Citizens Financial Group in Q3 2021 and has held it in 20 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.