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Frazier Financial Advisors’s Citizens Financial Group CFG Stock Holding History

Frazier Financial 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 		$18.9K Hold
270
– – 0.01% 317
2026
Q1 		$16.2K Hold
270
– – 0.01% 347
2025
Q4 		$15.8K Hold
270
– – 0.01% 299
2025
Q3 		$14.4K Hold
270
– – 0.01% 305
2025
Q2 		$12.1K Hold
270
– – 0.01% 325
2025
Q1 		$11.1K Sell
270
-6
-2% -$268 0.01% 315
2024
Q4 		$12K Buy
276
+6
+2% +$265 0.01% 309
2024
Q3 		$11.1K Sell
270
-97
-26% -$3.92K 0.01% 348
2024
Q2 		$13.2K Sell
367
-10
-3% -$349 0.01% 386
2024
Q1 		$13.7K Buy
377
+107
+40% +$3.51K 0.01% 342
2023
Q4 		$8.95K Buy
+270
New +$7.43K 0.01% 370

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

Frazier Financial Advisors's CFG Position: Q2 2026 in Review

Frazier Financial Advisors held its Citizens Financial Group (CFG) position steady in Q2 2026 at 270 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #317.

Frazier Financial Advisors first reported a position in CFG in Q4 2023 and has held it in 11 quarters since. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Frazier Financial Advisors held 270 shares of Citizens Financial Group worth $18.9K as of Q2 2026.
  • Frazier Financial Advisors left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up 0.01% of Frazier Financial Advisors's portfolio in Q2 2026, its #317 holding.
  • Frazier Financial Advisors first reported a position in Citizens Financial Group in Q4 2023 and has held it in 11 quarters since.
  • 1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.