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J.W. Cole Advisors’s Citizens Financial Group CFG Stock Holding History

J.W. Cole 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 		$234K Buy
+3,343
New +$216K ﹤0.01% 1418

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

J.W. Cole Advisors's CFG Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Citizens Financial Group (CFG) in Q2 2026: 3,343 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #1418 among its holdings.

1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • J.W. Cole Advisors held 3,343 shares of Citizens Financial Group worth $234K as of Q2 2026.
  • Citizens Financial Group was a new J.W. Cole Advisors position in Q2 2026.
  • Citizens Financial Group made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1418 holding.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.