IFG Advisory’s Citizens Financial Group CFG Stock Holding History

IFG 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 Q3	$330K	Sell	5,180 -2,273	-30%	-$160K	0.01%	730
2026 Q2	$522K	Buy	7,453 +6,253	+521%	+$403K	0.02%	594
2026 Q1	$72K	Sell	1,200 -6,691	-85%	-$411K	0.21%	108
2025 Q4	$461K	Sell	7,891 -484	-6%	-$26K	0.02%	526
2025 Q3	$445K	Sell	8,375 -1,175	-12%	-$58.5K	0.02%	519
2025 Q2	$427K	Buy	9,550 +1,529	+19%	+$60.2K	0.02%	501
2025 Q1	$329K	Buy	8,021 +26	+0.3%	+$1.16K	0.02%	536
2024 Q4	$350K	Buy	+7,995	New	+$354K	0.02%	500
2024 Q3	–	Sell	-10,487	Closed	-$378K	–	418
2024 Q2	$378K	Buy	+10,487	New	+$366K	0.02%	455
2024 Q1	–	Sell	-10,662	Closed	-$353K	–	402
2023 Q4	$353K	Buy	10,662 +699	+7%	+$19.2K	0.03%	441
2023 Q3	$267K	Sell	9,963 -291	-3%	-$8.32K	0.02%	461
2023 Q2	$267K	Buy	10,254 +919	+10%	+$25.3K	0.02%	299
2023 Q1	$284K	Buy	9,335 +2,504	+37%	+$98.1K	0.03%	418
2022 Q4	$268K	Buy	+6,831	New	+$267K	0.03%	416
2022 Q3	–	Sell	-6,820	Closed	-$242K	–	519
2022 Q2	$242K	Buy	+6,820	New	+$269K	0.03%	412

Other funds holding CFG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Nykredit A/S Nordhavn, Denmark $27.5B AUM

IFG Advisory's CFG Position: Q3 2026 in Review

IFG Advisory reduced its Citizens Financial Group (CFG) stake by 30% in Q3 2026, selling an estimated $160K and leaving 5,180 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #730.

IFG Advisory first reported a position in CFG in Q2 2022 and has held it in 15 quarters since. The position peaked at $522K in Q2 2026. 622 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

IFG Advisory held 5,180 shares of Citizens Financial Group worth $330K as of Q3 2026.
IFG Advisory sold 2,273 Citizens Financial Group shares in Q3 2026, an estimated $160K.
Citizens Financial Group made up 0.01% of IFG Advisory's portfolio in Q3 2026, its #730 holding.
IFG Advisory first reported a position in Citizens Financial Group in Q2 2022 and has held it in 15 quarters since.
IFG Advisory's Citizens Financial Group position peaked at $522K in Q2 2026.
622 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.