Independent Advisor Alliance’s Citizens Financial Group CFG Stock Holding History

Independent Advisor Alliance’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	$281K	Buy	+4,013	New	+$259K	0.01%	853
2023 Q2	–	Sell	-6,704	Closed	-$204K	–	675
2023 Q1	$204K	Sell	6,704 -8,650	-56%	-$339K	0.01%	617
2022 Q4	$604	Buy	15,354 +4,884	+47%	+$191K	﹤0.01%	335
2022 Q3	$360K	Buy	10,470 +2,175	+26%	+$80.5K	0.02%	447
2022 Q2	$296K	Sell	8,295 -610	-7%	-$24.1K	0.02%	488
2022 Q1	$404K	Buy	+8,905	New	+$458K	0.02%	448
2021 Q3	–	Sell	-13,928	Closed	-$639K	–	640
2021 Q2	$639K	Buy	13,928 +1,172	+9%	+$55.3K	0.04%	341
2021 Q1	$563K	Buy	+12,756	New	+$531K	0.03%	342
2020 Q2	–	Sell	-10,202	Closed	-$192K	–	499
2020 Q1	$192K	Buy	+10,202	New	+$333K	0.03%	364

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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's CFG Position: Q2 2026 in Review

Independent Advisor Alliance opened a new position in Citizens Financial Group (CFG) in Q2 2026: 4,013 shares worth $281K. The stake represents 0.01% of the portfolio and ranks #853 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in CFG as recently as Q1 2023.

Independent Advisor Alliance first reported a position in CFG in Q1 2020 and has held it in 9 quarters since. The position peaked at $639K in Q2 2021. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Independent Advisor Alliance held 4,013 shares of Citizens Financial Group worth $281K as of Q2 2026.
Citizens Financial Group was a new Independent Advisor Alliance position in Q2 2026.
Citizens Financial Group made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #853 holding.
Independent Advisor Alliance first reported a position in Citizens Financial Group in Q1 2020 and has held it in 9 quarters since.
Independent Advisor Alliance's Citizens Financial Group position peaked at $639K in Q2 2021.
1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.