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Fort Sheridan Advisors’s Citizens Financial Group CFG Stock Holding History

Fort Sheridan 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 		$1.38M Hold
19,646
– – 0.15% 108
2026
Q1 		$1.18M Hold
19,646
– – 0.14% 107
2025
Q4 		$1.15M Hold
19,646
– – 0.15% 104
2025
Q3 		$1.04M Buy
19,646
+114
+0.6% +$5.67K 0.14% 108
2025
Q2 		$874K Hold
19,532
– – 0.12% 114
2025
Q1 		$800K Hold
19,532
– – 0.12% 117
2024
Q4 		$855K Buy
19,532
+11,880
+155% +$525K 0.12% 113
2024
Q3 		$314K Buy
+7,652
New +$309K 0.05% 197
2024
Q1 		– Sell
-6,846
Closed -$227K – 209
2023
Q4 		$227K Sell
6,846
-12,000
-64% -$330K 0.05% 176
2023
Q3 		$505K Hold
18,846
– – 0.11% 114
2023
Q2 		$492K Sell
18,846
-355
-2% -$9.78K 0.11% 122
2023
Q1 		$583K Hold
19,201
– – 0.15% 102
2022
Q4 		$756K Buy
19,201
+1,696
+10% +$66.2K 0.25% 77
2022
Q3 		$601K Buy
17,505
+10
+0.1% +$370 0.2% 91
2022
Q2 		$624K Buy
+17,495
New +$691K 0.2% 88

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

Fort Sheridan Advisors's CFG Position: Q2 2026 in Review

Fort Sheridan Advisors held its Citizens Financial Group (CFG) position steady in Q2 2026 at 19,646 shares worth $1.38M. The position accounts for 0.15% of the portfolio, ranked #108.

Fort Sheridan Advisors first reported a position in CFG in Q2 2022 and has held it in 15 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Fort Sheridan Advisors held 19,646 shares of Citizens Financial Group worth $1.38M as of Q2 2026.
  • Fort Sheridan Advisors left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up 0.15% of Fort Sheridan Advisors's portfolio in Q2 2026, its #108 holding.
  • Fort Sheridan Advisors first reported a position in Citizens Financial Group in Q2 2022 and has held it in 15 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.