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
Q2 		$1.3M Buy
18,582
+7,047
+61% +$454K 0.15% 122
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 $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 $3.38T AUM 44.17% 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

Fortis Capital Advisors's CFG Position: Q2 2026 in Review

Fortis Capital Advisors increased its Citizens Financial Group (CFG) stake by 61% in Q2 2026, buying an estimated $454K and bringing the position to 18,582 shares worth $1.3M. The position accounts for 0.15% of the portfolio, ranked #122.

Fortis Capital Advisors first reported a position in CFG in Q4 2022 and has held it in 6 quarters since. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Fortis Capital Advisors held 18,582 shares of Citizens Financial Group worth $1.3M as of Q2 2026.
  • Fortis Capital Advisors bought 7,047 Citizens Financial Group shares in Q2 2026, an estimated $454K.
  • Citizens Financial Group made up 0.15% of Fortis Capital Advisors's portfolio in Q2 2026, its #122 holding.
  • Fortis Capital Advisors first reported a position in Citizens Financial Group in Q4 2022 and has held it in 6 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.