Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Citizens Financial Group CFG Stock Holding History

Envestnet Portfolio 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 		$642K Buy
9,167
+70
+0.8% +$4.51K ﹤0.01% 885
2026
Q1 		$546K Sell
9,097
-4,078
-31% -$251K ﹤0.01% 861
2025
Q4 		$770K Buy
13,175
+1,558
+13% +$83.7K ﹤0.01% 869
2025
Q3 		$618K Buy
11,617
+1,248
+12% +$62.1K ﹤0.01% 945
2025
Q2 		$464K Sell
10,369
-1,352
-12% -$53.2K ﹤0.01% 1127
2025
Q1 		$480K Sell
11,721
-5,236
-31% -$234K ﹤0.01% 1065
2024
Q4 		$742K Buy
16,957
+2,415
+17% +$107K ﹤0.01% 1050
2024
Q3 		$597K Buy
14,542
+2,006
+16% +$81.1K ﹤0.01% 1105
2024
Q2 		$452K Sell
12,536
-10,067
-45% -$351K ﹤0.01% 1184
2024
Q1 		$820K Buy
22,603
+1,260
+6% +$41.3K ﹤0.01% 915
2023
Q4 		$707K Buy
21,343
+393
+2% +$10.8K ﹤0.01% 909
2023
Q3 		$561K Buy
+20,950
New +$599K ﹤0.01% 938

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

Envestnet Portfolio Solutions's CFG Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Citizens Financial Group (CFG) stake by 0.77% in Q2 2026, buying an estimated $4.51K and bringing the position to 9,167 shares worth $642K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

Envestnet Portfolio Solutions first reported a position in CFG in Q3 2023 and has held it in 12 quarters since. The position peaked at $820K in Q1 2024. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Envestnet Portfolio Solutions held 9,167 shares of Citizens Financial Group worth $642K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 70 Citizens Financial Group shares in Q2 2026, an estimated $4.51K.
  • Citizens Financial Group made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #885 holding.
  • Envestnet Portfolio Solutions first reported a position in Citizens Financial Group in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Citizens Financial Group position peaked at $820K in Q1 2024.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.