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Focus Partners Advisor Solutions’s Citizens Financial Group CFG Stock Holding History

Focus Partners Advisor 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 		$1.38M Sell
19,746
-8,047
-29% -$519K 0.01% 465
2026
Q1 		$1.67M Buy
27,793
+1,169
+4% +$71.8K 0.02% 400
2025
Q4 		$1.56M Buy
26,624
+10,798
+68% +$580K 0.02% 373
2025
Q3 		$831K Buy
15,826
+5,130
+48% +$255K 0.01% 594
2025
Q2 		$478K Sell
10,696
-4,643
-30% -$183K 0.01% 689
2025
Q1 		$628K Buy
15,339
+9,440
+160% +$421K 0.01% 523
2024
Q4 		$258K Buy
+5,899
New +$261K ﹤0.01% 647

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

Focus Partners Advisor Solutions's CFG Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its Citizens Financial Group (CFG) stake by 29% in Q2 2026, selling an estimated $519K and leaving 19,746 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #465.

Focus Partners Advisor Solutions first reported a position in CFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.67M in Q1 2026. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Focus Partners Advisor Solutions held 19,746 shares of Citizens Financial Group worth $1.38M as of Q2 2026.
  • Focus Partners Advisor Solutions sold 8,047 Citizens Financial Group shares in Q2 2026, an estimated $519K.
  • Citizens Financial Group made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #465 holding.
  • Focus Partners Advisor Solutions first reported a position in Citizens Financial Group in Q4 2024 and has held it in 7 quarters since.
  • Focus Partners Advisor Solutions's Citizens Financial Group position peaked at $1.67M in Q1 2026.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.