Diversify Advisory Services’s Citizens Financial Group CFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$223K Buy
+3,135
New +$202K ﹤0.01% 1163
2025
Q1
– Sell
-4,951
Closed -$214K – 641
2024
Q4
$214K Buy
+4,951
New +$219K 0.01% 574

Other funds holding CFG

Diversify Advisory Services's CFG Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Citizens Financial Group (CFG) in Q2 2026: 3,135 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #1163 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in CFG as recently as Q4 2024.

Diversify Advisory Services first reported a position in CFG in Q4 2024 and has held it in 2 quarters since. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Diversify Advisory Services held 3,135 shares of Citizens Financial Group worth $223K as of Q2 2026.
  • Citizens Financial Group was a new Diversify Advisory Services position in Q2 2026.
  • Citizens Financial Group made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1163 holding.
  • Diversify Advisory Services first reported a position in Citizens Financial Group in Q4 2024 and has held it in 2 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.