FCA
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Fortis Capital Advisors’s Citizens Financial Group CFG Stock Holding History

Fortis Capital 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
Q1 		$692K Sell
11,535
-664
-5% -$40.8K 0.09% 195
2025
Q4 		$713K Buy
12,199
+3,141
+35% +$169K 0.11% 169
2025
Q3 		$482K Buy
+9,058
New +$451K 0.08% 182
2023
Q2 		– Sell
-170
Closed -$5.16K – 189
2023
Q1 		$5.16K Hold
170
– – ﹤0.01% 499
2022
Q4 		$6.69K Buy
+170
New +$6.64K ﹤0.01% 503

Other funds holding CFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Fortis Capital Advisors's CFG Position: Q1 2026 in Review

Fortis Capital Advisors reduced its Citizens Financial Group (CFG) stake by 5.4% in Q1 2026, selling an estimated $40.8K and leaving 11,535 shares worth $692K. The position accounts for 0.09% of the portfolio, ranked #195.

Fortis Capital Advisors first reported a position in CFG in Q4 2022 and has held it in 5 quarters since. The position peaked at $713K in Q4 2025. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Fortis Capital Advisors held 11,535 shares of Citizens Financial Group worth $692K as of Q1 2026.
  • Fortis Capital Advisors sold 664 Citizens Financial Group shares in Q1 2026, an estimated $40.8K.
  • Citizens Financial Group made up 0.09% of Fortis Capital Advisors's portfolio in Q1 2026, its #195 holding.
  • Fortis Capital Advisors first reported a position in Citizens Financial Group in Q4 2022 and has held it in 5 quarters since.
  • Fortis Capital Advisors's Citizens Financial Group position peaked at $713K in Q4 2025.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Fortis Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.