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EverSource Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

EverSource Wealth 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 		$710K Sell
10,137
-1,069
-10% -$68.9K 0.02% 439
2026
Q1 		$672K Buy
11,206
+1,599
+17% +$98.3K 0.02% 490
2025
Q4 		$561K Buy
9,607
+2,823
+42% +$152K 0.02% 497
2025
Q3 		$361K Buy
6,784
+219
+3% +$10.9K 0.01% 630
2025
Q2 		$294K Buy
6,565
+2,274
+53% +$89.5K 0.01% 678
2025
Q1 		$176K Buy
4,291
+658
+18% +$29.4K 0.01% 703
2024
Q4 		$159K Buy
3,633
+364
+11% +$16.1K 0.01% 745
2024
Q3 		$134K Sell
3,269
-504
-13% -$20.4K 0.01% 698
2024
Q2 		$161K Sell
3,773
-667
-15% -$23.3K 0.01% 634
2024
Q1 		$151K Sell
4,440
-352
-7% -$11.5K 0.01% 575
2023
Q4 		$159K Buy
4,792
+847
+21% +$23.3K 0.01% 495
2023
Q3 		$106K Buy
3,945
+197
+5% +$5.63K 0.01% 552
2023
Q2 		$97.7K Buy
3,748
+843
+29% +$23.2K 0.01% 588
2023
Q1 		$88.2K Sell
2,905
-794
-21% -$31.1K 0.01% 583
2022
Q4 		$146K Buy
3,699
+1,151
+45% +$44.9K 0.02% 415
2022
Q3 		$88K Buy
2,548
+338
+15% +$12.5K 0.02% 462
2022
Q2 		$78K Buy
2,210
+144
+7% +$5.69K 0.02% 450
2022
Q1 		$93K Buy
2,066
+1,941
+1,553% +$99.8K 0.02% 345
2021
Q4 		$6K Buy
+125
New +$6.02K ﹤0.01% 1168

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

EverSource Wealth Advisors's CFG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Citizens Financial Group (CFG) stake by 9.5% in Q2 2026, selling an estimated $68.9K and leaving 10,137 shares worth $710K. The position accounts for 0.02% of the portfolio, ranked #439.

EverSource Wealth Advisors first reported a position in CFG in Q4 2021 and has held it in 19 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • EverSource Wealth Advisors held 10,137 shares of Citizens Financial Group worth $710K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,069 Citizens Financial Group shares in Q2 2026, an estimated $68.9K.
  • Citizens Financial Group made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #439 holding.
  • EverSource Wealth Advisors first reported a position in Citizens Financial Group in Q4 2021 and has held it in 19 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.