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Fifth Third Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

Fifth Third 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 		$444K Buy
6,340
+2,249
+55% +$145K 0.01% 544
2026
Q1 		$245K Sell
4,091
-3,394
-45% -$209K 0.01% 689
2025
Q4 		$437K Buy
+7,485
New +$402K 0.02% 436

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

Fifth Third Wealth Advisors's CFG Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its Citizens Financial Group (CFG) stake by 55% in Q2 2026, buying an estimated $145K and bringing the position to 6,340 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #544.

Fifth Third Wealth Advisors first reported a position in CFG in Q4 2025 and has held it in 3 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Fifth Third Wealth Advisors held 6,340 shares of Citizens Financial Group worth $444K as of Q2 2026.
  • Fifth Third Wealth Advisors bought 2,249 Citizens Financial Group shares in Q2 2026, an estimated $145K.
  • Citizens Financial Group made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #544 holding.
  • Fifth Third Wealth Advisors first reported a position in Citizens Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.