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Everpar Advisors’s Citizens Financial Group CFG Stock Holding History

Everpar 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 		$211K Buy
+3,007
New +$194K 0.06% 294

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Everpar Advisors's CFG Position: Q2 2026 in Review

Everpar Advisors opened a new position in Citizens Financial Group (CFG) in Q2 2026: 3,007 shares worth $211K. The stake represents 0.06% of the portfolio and ranks #294 among its holdings.

149 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Everpar Advisors held 3,007 shares of Citizens Financial Group worth $211K as of Q2 2026.
  • Citizens Financial Group was a new Everpar Advisors position in Q2 2026.
  • Citizens Financial Group made up 0.06% of Everpar Advisors's portfolio in Q2 2026, its #294 holding.
  • 149 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.