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Fund Advisors of America Inc’s Citizens Financial Group CFG Stock Holding History

Fund Advisors of America Inc’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 		$389K Sell
5,555
-1,758
-24% -$113K 0.35% 73
2026
Q1 		$439K Buy
7,313
+17
+0.2% +$1.04K 0.44% 64
2025
Q4 		$426K Buy
+7,296
New +$392K 0.39% 69

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Fund Advisors of America Inc's CFG Position: Q2 2026 in Review

Fund Advisors of America Inc reduced its Citizens Financial Group (CFG) stake by 24% in Q2 2026, selling an estimated $113K and leaving 5,555 shares worth $389K. The position accounts for 0.35% of the portfolio, ranked #73.

Fund Advisors of America Inc first reported a position in CFG in Q4 2025 and has held it in 3 quarters since. The position peaked at $439K in Q1 2026. 1,040 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Fund Advisors of America Inc held 5,555 shares of Citizens Financial Group worth $389K as of Q2 2026.
  • Fund Advisors of America Inc sold 1,758 Citizens Financial Group shares in Q2 2026, an estimated $113K.
  • Citizens Financial Group made up 0.35% of Fund Advisors of America Inc's portfolio in Q2 2026, its #73 holding.
  • Fund Advisors of America Inc first reported a position in Citizens Financial Group in Q4 2025 and has held it in 3 quarters since.
  • Fund Advisors of America Inc's Citizens Financial Group position peaked at $439K in Q1 2026.
  • 1,040 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Fund Advisors of America Inc's 13F filing for Q2 2026, filed 11 Aug 2026.