Elevated Capital Advisors’s Citizens Financial Group CFG Stock Holding History

Elevated Capital 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	$581K	Sell	8,287 -9,465	-53%	-$610K	0.16%	110
2026 Q1	$1.06M	Buy	17,752 +969	+6%	+$59.6K	0.27%	90
2025 Q4	$980K	Sell	16,783 -681	-4%	-$36.6K	0.23%	109
2025 Q3	$928K	Sell	17,464 -2,555	-13%	-$127K	0.23%	113
2025 Q2	$820K	Hold	20,019	–	–	0.23%	129
2025 Q1	$820K	Sell	20,019 -15	-0.1%	-$669	0.23%	129
2024 Q4	$877K	Buy	20,034 +2,181	+12%	+$96.4K	0.24%	121
2024 Q3	$733K	Sell	17,853 -1,116	-6%	-$45.1K	0.19%	159
2024 Q2	$683K	Buy	+18,969	New	+$661K	0.19%	146

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Elevated Capital Advisors's CFG Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Citizens Financial Group (CFG) stake by 53% in Q2 2026, selling an estimated $610K and leaving 8,287 shares worth $581K. The position accounts for 0.16% of the portfolio, ranked #110.

Elevated Capital Advisors first reported a position in CFG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.06M in Q1 2026. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Elevated Capital Advisors held 8,287 shares of Citizens Financial Group worth $581K as of Q2 2026.
Elevated Capital Advisors sold 9,465 Citizens Financial Group shares in Q2 2026, an estimated $610K.
Citizens Financial Group made up 0.16% of Elevated Capital Advisors's portfolio in Q2 2026, its #110 holding.
Elevated Capital Advisors first reported a position in Citizens Financial Group in Q2 2024 and has held it in 9 quarters since.
Elevated Capital Advisors's Citizens Financial Group position peaked at $1.06M in Q1 2026.
1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.