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GoalVest Advisory’s Citizens Financial Group CFG Stock Holding History

GoalVest 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 		$47.6K Hold
680
– – 0.01% 215
2026
Q1 		$40.8K Hold
680
– – 0.01% 247
2025
Q4 		$39.7K Hold
680
– – 0.01% 262
2025
Q3 		$36.1K Hold
680
– – 0.01% 242
2025
Q2 		$30.4K Buy
680
+676
+16,900% +$26.6K 0.01% 246
2025
Q1 		$164 Buy
+4
New +$178 ﹤0.01% 471
2024
Q2 		– Sell
-370
Closed -$13.4K – 333
2024
Q1 		$13.4K Sell
370
-160
-30% -$5.25K ﹤0.01% 295
2023
Q4 		$17.6K Buy
+530
New +$14.6K 0.01% 217
2022
Q2 		– Sell
-163
Closed -$7K – 342
2022
Q1 		$7K Buy
+163
New +$8.38K ﹤0.01% 257

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

GoalVest Advisory's CFG Position: Q2 2026 in Review

GoalVest Advisory held its Citizens Financial Group (CFG) position steady in Q2 2026 at 680 shares worth $47.6K. The position accounts for 0.01% of the portfolio, ranked #215.

GoalVest Advisory first reported a position in CFG in Q1 2022 and has held it in 9 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • GoalVest Advisory held 680 shares of Citizens Financial Group worth $47.6K as of Q2 2026.
  • GoalVest Advisory left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #215 holding.
  • GoalVest Advisory first reported a position in Citizens Financial Group in Q1 2022 and has held it in 9 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.