JFA
CFG icon

JNBA Financial Advisors’s Citizens Financial Group CFG Stock Holding History

JNBA Financial 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 		$4.07K Hold
58
– – ﹤0.01% 643
2026
Q1 		$3.48K Hold
58
– – ﹤0.01% 662
2025
Q4 		$3.39K Buy
+58
New +$3.12K ﹤0.01% 622
2022
Q2 		– Sell
-29
Closed -$1K – 720
2022
Q1 		$1K Buy
+29
New +$1.49K ﹤0.01% 662
2016
Q4 		– Sell
-766
Closed -$19K – 630
2016
Q3 		$19K Buy
+766
New +$17.6K ﹤0.01% 833

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 $3.38T AUM 44.17% 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

JNBA Financial Advisors's CFG Position: Q2 2026 in Review

JNBA Financial Advisors held its Citizens Financial Group (CFG) position steady in Q2 2026 at 58 shares worth $4.07K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

JNBA Financial Advisors first reported a position in CFG in Q3 2016 and has held it in 5 quarters since. The position peaked at $19K in Q3 2016. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • JNBA Financial Advisors held 58 shares of Citizens Financial Group worth $4.07K as of Q2 2026.
  • JNBA Financial Advisors left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #643 holding.
  • JNBA Financial Advisors first reported a position in Citizens Financial Group in Q3 2016 and has held it in 5 quarters since.
  • JNBA Financial Advisors's Citizens Financial Group position peaked at $19K in Q3 2016.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.