Glen Eagle Advisors’s Citizens Financial Group CFG Stock Holding History

Glen Eagle 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	–	Sell	-400	Closed	-$23.4K	–	1024
2025 Q4	$23.4K	Buy	+400	New	+$21.5K	﹤0.01%	554
2023 Q2	–	Sell	-4,886	Closed	-$148K	–	1081
2023 Q1	$148K	Hold	4,886	–	–	0.04%	244
2022 Q4	$192K	Hold	4,886	–	–	0.05%	219
2022 Q3	$168K	Hold	4,886	–	–	0.05%	226
2022 Q2	$174K	Buy	4,886 +2,301	+89%	+$90.9K	0.05%	228
2022 Q1	$117K	Hold	2,585	–	–	0.03%	261
2021 Q4	$122K	Hold	2,585	–	–	0.03%	255
2021 Q3	$121K	Hold	2,585	–	–	0.04%	251
2021 Q2	$119K	Buy	+2,585	New	+$122K	0.04%	249
2020 Q3	–	Sell	-7	Closed	-$177	–	921
2020 Q2	$177	Hold	7	–	–	﹤0.01%	886
2020 Q1	$132	Hold	7	–	–	﹤0.01%	841
2019 Q4	$284	Buy	+7	New	+$262	﹤0.01%	882
2018 Q2	–	Sell	-26	Closed	-$1.09K	–	693
2018 Q1	$1.09K	Buy	+26	New	+$1.17K	﹤0.01%	637
2017 Q2	–	Sell	-32	Closed	-$1.11K	–	583
2017 Q1	$1.11K	Hold	32	–	–	﹤0.01%	526
2016 Q4	$1.14K	Buy	+32	New	+$970	﹤0.01%	515

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Glen Eagle Advisors's CFG Position: Q1 2026 in Review

Glen Eagle Advisors sold out of Citizens Financial Group (CFG) in Q1 2026, closing a stake of 400 shares — an estimated $23.4K sold.

Glen Eagle Advisors first reported a position in CFG in Q4 2016 and held it in 15 quarters. The position peaked at $192K in Q4 2022. 1,024 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

Glen Eagle Advisors reported no remaining Citizens Financial Group position as of Q1 2026 after selling out during the quarter.
Glen Eagle Advisors sold 400 Citizens Financial Group shares in Q1 2026, an estimated $23.4K.
Glen Eagle Advisors first reported a position in Citizens Financial Group in Q4 2016 and held it in 15 quarters.
Glen Eagle Advisors's Citizens Financial Group position peaked at $192K in Q4 2022.
1,024 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.