GCA
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Gradient Capital Advisors’s Citizens Financial Group CFG Stock Holding History

Gradient Capital 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 		$321K Hold
4,575
– – 0.07% 135
2026
Q1 		$274K Hold
4,575
– – 0.07% 146
2025
Q4 		$267K Buy
+4,575
New +$246K 0.07% 144

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

Gradient Capital Advisors's CFG Position: Q2 2026 in Review

Gradient Capital Advisors held its Citizens Financial Group (CFG) position steady in Q2 2026 at 4,575 shares worth $321K. The position accounts for 0.07% of the portfolio, ranked #135.

Gradient Capital Advisors first reported a position in CFG in Q4 2025 and has held it in 3 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Gradient Capital Advisors held 4,575 shares of Citizens Financial Group worth $321K as of Q2 2026.
  • Gradient Capital Advisors left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up 0.07% of Gradient Capital Advisors's portfolio in Q2 2026, its #135 holding.
  • Gradient Capital Advisors first reported a position in Citizens Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.