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Gladstone Institutional Advisory’s Citizens Financial Group CFG Stock Holding History

Gladstone Institutional Advisory’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 		$541K Sell
7,724
-45
-0.6% -$2.9K 0.02% 565
2026
Q1 		$466K Sell
7,769
-968
-11% -$59.5K 0.02% 552
2025
Q4 		$510K Sell
8,737
-243
-3% -$13.1K 0.02% 497
2025
Q3 		$477K Sell
8,980
-1,138
-11% -$56.6K 0.02% 526
2025
Q2 		$453K Sell
10,118
-161
-2% -$6.34K 0.02% 523
2025
Q1 		$421K Sell
10,279
-503
-5% -$22.4K 0.02% 509
2024
Q4 		$472K Sell
10,782
-308
-3% -$13.6K 0.02% 483
2024
Q3 		$455K Sell
11,090
-468
-4% -$18.9K 0.02% 474
2024
Q2 		$416K Buy
11,558
+50
+0.4% +$1.74K 0.02% 463
2024
Q1 		$418K Sell
11,508
-66
-0.6% -$2.17K 0.02% 458
2023
Q4 		$384K Buy
11,574
+584
+5% +$16.1K 0.02% 469
2023
Q3 		$295K Buy
10,990
+2,007
+22% +$57.4K 0.02% 500
2023
Q2 		$234K Buy
8,983
+590
+7% +$16.3K 0.01% 570
2023
Q1 		$255K Buy
8,393
+446
+6% +$17.5K 0.02% 564
2022
Q4 		$313K Sell
7,947
-1,407
-15% -$54.9K 0.02% 491
2022
Q3 		$321K Buy
9,354
+2,236
+31% +$82.7K 0.03% 482
2022
Q2 		$254K Buy
7,118
+2,484
+54% +$98.1K 0.02% 544
2022
Q1 		$210K Buy
4,634
+226
+5% +$11.6K 0.01% 658
2021
Q4 		$208K Buy
+4,408
New +$212K 0.02% 554

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

Gladstone Institutional Advisory's CFG Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Citizens Financial Group (CFG) stake by 0.58% in Q2 2026, selling an estimated $2.9K and leaving 7,724 shares worth $541K. The position accounts for 0.02% of the portfolio, ranked #565.

Gladstone Institutional Advisory first reported a position in CFG in Q4 2021 and has held it in 19 quarters since. 1,099 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Gladstone Institutional Advisory held 7,724 shares of Citizens Financial Group worth $541K as of Q2 2026.
  • Gladstone Institutional Advisory sold 45 Citizens Financial Group shares in Q2 2026, an estimated $2.9K.
  • Citizens Financial Group made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #565 holding.
  • Gladstone Institutional Advisory first reported a position in Citizens Financial Group in Q4 2021 and has held it in 19 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.