Kestra Advisory Services
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Kestra Advisory Services’s Citizens Financial Group CFG Stock Holding History

Kestra Advisory Services’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
Q3 		$1.26M Buy
19,780
+2,971
+18% +$209K ﹤0.01% 1787
2026
Q2 		$1.18M Buy
16,809
+1,691
+11% +$109K ﹤0.01% 1714
2026
Q1 		$907K Buy
15,118
+998
+7% +$61.3K ﹤0.01% 1801
2025
Q4 		$825K Buy
14,120
+141
+1% +$7.58K ﹤0.01% 1792
2025
Q3 		$743K Sell
13,979
-447
-3% -$22.2K ﹤0.01% 1793
2025
Q2 		$646K Sell
14,426
-1,654
-10% -$65.1K ﹤0.01% 1801
2025
Q1 		$659K Buy
16,080
+1,382
+9% +$61.7K ﹤0.01% 1647
2024
Q4 		$643K Sell
14,698
-4,340
-23% -$192K ﹤0.01% 1698
2024
Q3 		$782K Sell
19,038
-377
-2% -$15.2K ﹤0.01% 1482
2024
Q2 		$700K Buy
19,415
+733
+4% +$25.6K ﹤0.01% 1549
2024
Q1 		$678K Buy
18,682
+318
+2% +$10.4K ﹤0.01% 1471
2023
Q4 		$609K Sell
18,364
-811
-4% -$22.3K ﹤0.01% 1403
2023
Q3 		$514K Buy
19,175
+4,765
+33% +$136K 0.01% 1355
2023
Q2 		$376K Sell
14,410
-602
-4% -$16.6K ﹤0.01% 1473
2023
Q1 		$456K Sell
15,012
-15,545
-51% -$609K ﹤0.01% 1331
2022
Q4 		$1.2M Buy
30,557
+1,633
+6% +$63.8K 0.01% 970
2022
Q3 		$994K Sell
28,924
-3,160
-10% -$117K 0.01% 977
2022
Q2 		$1.14M Buy
32,084
+8,607
+37% +$340K 0.01% 910
2022
Q1 		$1.06M Sell
23,477
-530
-2% -$27.2K 0.01% 928
2021
Q4 		$1.13M Sell
24,007
-1,744
-7% -$84K 0.01% 926
2021
Q3 		$1.21M Buy
25,751
+5,903
+30% +$259K 0.01% 911
2021
Q2 		$910K Sell
19,848
-2,801
-12% -$132K 0.01% 993
2021
Q1 		$1M Buy
22,649
+13,669
+152% +$569K 0.01% 866
2020
Q4 		$318K Buy
+8,980
New +$282K ﹤0.01% 1442

Other funds holding CFG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Kestra Advisory Services's CFG Position: Q3 2026 in Review

Kestra Advisory Services increased its Citizens Financial Group (CFG) stake by 18% in Q3 2026, buying an estimated $209K and bringing the position to 19,780 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

Kestra Advisory Services first reported a position in CFG in Q4 2020 and has held it in 24 quarters since. 577 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Kestra Advisory Services held 19,780 shares of Citizens Financial Group worth $1.26M as of Q3 2026.
  • Kestra Advisory Services bought 2,971 Citizens Financial Group shares in Q3 2026, an estimated $209K.
  • Citizens Financial Group made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1787 holding.
  • Kestra Advisory Services first reported a position in Citizens Financial Group in Q4 2020 and has held it in 24 quarters since.
  • 577 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.