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Dynamic Advisor Solutions’s Citizens Financial Group CFG Stock Holding History

Dynamic Advisor Solutions’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 		$4.11M Buy
58,619
+4,519
+8% +$291K 0.12% 190
2026
Q1 		$3.24M Buy
54,100
+12,812
+31% +$787K 0.1% 214
2025
Q4 		$2.41M Buy
+41,288
New +$2.22M 0.08% 259
2022
Q2 		– Sell
-4,873
Closed -$221K – 711
2022
Q1 		$221K Buy
+4,873
New +$250K 0.02% 653
2018
Q4 		– Sell
-13,073
Closed -$504K – 404
2018
Q3 		$504K Sell
13,073
-106
-0.8% -$4.28K 0.1% 219
2018
Q2 		$513K Buy
+13,179
New +$549K 0.12% 207

Other funds holding CFG

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Dynamic Advisor Solutions's CFG Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Citizens Financial Group (CFG) stake by 8.4% in Q2 2026, buying an estimated $291K and bringing the position to 58,619 shares worth $4.11M. The position accounts for 0.12% of the portfolio, ranked #190.

Dynamic Advisor Solutions first reported a position in CFG in Q2 2018 and has held it in 6 quarters since. 167 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Dynamic Advisor Solutions held 58,619 shares of Citizens Financial Group worth $4.11M as of Q2 2026.
  • Dynamic Advisor Solutions bought 4,519 Citizens Financial Group shares in Q2 2026, an estimated $291K.
  • Citizens Financial Group made up 0.12% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #190 holding.
  • Dynamic Advisor Solutions first reported a position in Citizens Financial Group in Q2 2018 and has held it in 6 quarters since.
  • 167 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.