Jackson Grant Investment Advisers’s Citizens Financial Group CFG Stock Holding History

Jackson Grant Investment Advisers’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	$7.85K	Hold	112	–	–	﹤0.01%	331
2026 Q1	$6.72K	Hold	112	–	–	﹤0.01%	326
2025 Q4	$6.54K	Hold	112	–	–	﹤0.01%	330
2025 Q3	$5.95K	Hold	112	–	–	﹤0.01%	336
2025 Q2	$5.01K	Hold	112	–	–	﹤0.01%	321
2025 Q1	$4.59K	Hold	112	–	–	﹤0.01%	318
2024 Q4	$4.9K	Hold	112	–	–	﹤0.01%	315
2024 Q3	$4.6K	Hold	112	–	–	﹤0.01%	327
2024 Q2	$4.04K	Hold	112	–	–	﹤0.01%	331
2024 Q1	$4.06K	Hold	112	–	–	﹤0.01%	316
2023 Q4	$3.71K	Hold	112	–	–	﹤0.01%	314
2023 Q3	$3K	Hold	112	–	–	﹤0.01%	322
2023 Q2	$2.92K	Hold	112	–	–	﹤0.01%	338
2023 Q1	$3.4K	Buy	+112	New	+$4.39K	﹤0.01%	353

Other funds holding CFG

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Jackson Grant Investment Advisers's CFG Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Citizens Financial Group (CFG) position steady in Q2 2026 at 112 shares worth $7.85K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Jackson Grant Investment Advisers first reported a position in CFG in Q1 2023 and has held it in 14 quarters since. 429 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Jackson Grant Investment Advisers held 112 shares of Citizens Financial Group worth $7.85K as of Q2 2026.
Jackson Grant Investment Advisers left its Citizens Financial Group share count unchanged in Q2 2026.
Citizens Financial Group made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #331 holding.
Jackson Grant Investment Advisers first reported a position in Citizens Financial Group in Q1 2023 and has held it in 14 quarters since.
429 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.