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JFS Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

JFS Wealth 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 		$18.5K Buy
264
+37
+16% +$2.39K ﹤0.01% 789
2026
Q1 		$13.6K Buy
227
+5
+2% +$307 ﹤0.01% 839
2025
Q4 		$13K Buy
222
+95
+75% +$5.1K ﹤0.01% 883
2025
Q3 		$6.75K Hold
127
– – ﹤0.01% 1013
2025
Q2 		$5.68K Sell
127
-138
-52% -$5.43K ﹤0.01% 1041
2025
Q1 		$10.9K Buy
265
+82
+45% +$3.66K ﹤0.01% 855
2024
Q4 		$8.01K Buy
183
+55
+43% +$2.43K ﹤0.01% 932
2024
Q3 		$5.26K Sell
128
-27
-17% -$1.09K ﹤0.01% 1102
2024
Q2 		$5.58K Sell
155
-12
-7% -$418 ﹤0.01% 1019
2024
Q1 		$6.06K Sell
167
-18
-10% -$590 ﹤0.01% 1034
2023
Q4 		$6.13K Sell
185
-70
-27% -$1.93K ﹤0.01% 974
2023
Q3 		$6.83K Buy
255
+74
+41% +$2.12K ﹤0.01% 863
2023
Q2 		$4.72K Sell
181
-86
-32% -$2.37K ﹤0.01% 1030
2023
Q1 		$8.11K Sell
267
-115
-30% -$4.5K ﹤0.01% 790
2022
Q4 		$15K Buy
382
+140
+58% +$5.47K ﹤0.01% 590
2022
Q3 		$8K Sell
242
-78
-24% -$2.89K ﹤0.01% 796
2022
Q2 		$11K Buy
320
+7
+2% +$276 ﹤0.01% 732
2022
Q1 		$14K Buy
313
+265
+552% +$13.6K ﹤0.01% 687
2021
Q4 		$2K Buy
+48
New +$2.31K ﹤0.01% 1045
2015
Q3 		– Sell
-500
Closed -$14K – 490
2015
Q2 		$14K Buy
+500
New +$13.3K 0.01% 319

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

JFS Wealth Advisors's CFG Position: Q2 2026 in Review

JFS Wealth Advisors increased its Citizens Financial Group (CFG) stake by 16% in Q2 2026, buying an estimated $2.39K and bringing the position to 264 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

JFS Wealth Advisors first reported a position in CFG in Q2 2015 and has held it in 20 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • JFS Wealth Advisors held 264 shares of Citizens Financial Group worth $18.5K as of Q2 2026.
  • JFS Wealth Advisors bought 37 Citizens Financial Group shares in Q2 2026, an estimated $2.39K.
  • Citizens Financial Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #789 holding.
  • JFS Wealth Advisors first reported a position in Citizens Financial Group in Q2 2015 and has held it in 20 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.