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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
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

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

IFG Advisory's CFG Position: Q2 2026 in Review

IFG Advisory increased its Citizens Financial Group (CFG) stake by 521% in Q2 2026, buying an estimated $403K and bringing the position to 7,453 shares worth $522K. The position accounts for 0.02% of the portfolio, ranked #594.

IFG Advisory first reported a position in CFG in Q2 2022 and has held it in 14 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • IFG Advisory held 7,453 shares of Citizens Financial Group worth $522K as of Q2 2026.
  • IFG Advisory bought 6,253 Citizens Financial Group shares in Q2 2026, an estimated $403K.
  • Citizens Financial Group made up 0.02% of IFG Advisory's portfolio in Q2 2026, its #594 holding.
  • IFG Advisory first reported a position in Citizens Financial Group in Q2 2022 and has held it in 14 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.