Heritage Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

Heritage Wealth 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	$410K	Buy	+5,850	New	+$377K	0.01%	152
2025 Q1	–	Sell	-109	Closed	-$4.77K	–	589
2024 Q4	$4.77K	Buy	109 +19	+21%	+$840	﹤0.01%	494
2024 Q3	$3.7K	Buy	+90	New	+$3.64K	﹤0.01%	510
2023 Q3	–	Sell	-287	Closed	-$7.49K	–	532
2023 Q2	$7.49K	Hold	287	–	–	﹤0.01%	447
2023 Q1	$8.72K	Hold	287	–	–	﹤0.01%	452
2022 Q4	$11.3K	Hold	287	–	–	﹤0.01%	445
2022 Q3	$9.86K	Hold	287	–	–	﹤0.01%	422
2022 Q2	$10K	Hold	287	–	–	﹤0.01%	462
2022 Q1	$13K	Hold	287	–	–	﹤0.01%	420
2021 Q4	$14K	Hold	287	–	–	﹤0.01%	427
2021 Q3	$13.5K	Hold	287	–	–	﹤0.01%	425
2021 Q2	$13.2K	Hold	287	–	–	﹤0.01%	438
2021 Q1	$12.7K	Hold	287	–	–	﹤0.01%	454
2020 Q4	$10K	Hold	287	–	–	﹤0.01%	452
2020 Q3	$7.25K	Hold	287	–	–	﹤0.01%	408
2020 Q2	$7.24K	Hold	287	–	–	﹤0.01%	392
2020 Q1	$5.4K	Sell	287 -1,056	-79%	-$34.5K	﹤0.01%	397
2019 Q4	$54.5K	Sell	1,343 -212	-14%	-$7.93K	0.01%	296
2019 Q3	$55K	Hold	1,555	–	–	0.01%	265
2019 Q2	$55K	Hold	1,555	–	–	0.01%	243
2019 Q1	$50.5K	Hold	1,555	–	–	0.01%	229
2018 Q4	$46K	Hold	1,555	–	–	0.01%	200
2018 Q3	$59K	Buy	+1,555	New	+$62.7K	0.01%	184

Other funds holding CFG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Heritage Wealth Advisors's CFG Position: Q2 2026 in Review

Heritage Wealth Advisors opened a new position in Citizens Financial Group (CFG) in Q2 2026: 5,850 shares worth $410K. The stake represents 0.01% of the portfolio and ranks #152 among its holdings. This is a return to the name: Heritage Wealth Advisors previously reported a position in CFG as recently as Q4 2024.

Heritage Wealth Advisors first reported a position in CFG in Q3 2018 and has held it in 23 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Heritage Wealth Advisors held 5,850 shares of Citizens Financial Group worth $410K as of Q2 2026.
Citizens Financial Group was a new Heritage Wealth Advisors position in Q2 2026.
Citizens Financial Group made up 0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #152 holding.
Heritage Wealth Advisors first reported a position in Citizens Financial Group in Q3 2018 and has held it in 23 quarters since.
1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.