Level Four Advisory Services’s Citizens Financial Group CFG Stock Holding History

Level Four 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 Q2	$213K	Buy	+3,042	New	+$196K	0.01%	878
2020 Q1	–	Sell	-7,768	Closed	-$314K	–	499
2019 Q4	$314K	Buy	7,768 +73	+0.9%	+$2.73K	0.01%	461
2019 Q3	$272K	Buy	7,695 +88	+1%	+$3.07K	0.03%	418
2019 Q2	$269K	Buy	7,607 +1,180	+18%	+$41.1K	0.03%	442
2019 Q1	$209K	Buy	+6,427	New	+$223K	0.02%	476
2018 Q4	–	Sell	-6,475	Closed	-$250K	–	538
2018 Q3	$250K	Sell	6,475 -790	-11%	-$31.9K	0.03%	503
2018 Q2	$283K	Sell	7,265 -224	-3%	-$9.33K	0.02%	493
2018 Q1	$314K	Buy	7,489 +427	+6%	+$19.2K	0.02%	434
2017 Q4	$296K	Buy	7,062 +212	+3%	+$8.29K	0.02%	455
2017 Q3	$259K	Sell	6,850 -300	-4%	-$10.5K	0.02%	448
2017 Q2	$246K	Sell	7,150 -85	-1%	-$3.01K	0.04%	421
2017 Q1	$249K	Buy	+7,235	New	+$264K	0.03%	456

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Level Four Advisory Services's CFG Position: Q2 2026 in Review

Level Four Advisory Services opened a new position in Citizens Financial Group (CFG) in Q2 2026: 3,042 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #878 among its holdings. This is a return to the name: Level Four Advisory Services previously reported a position in CFG as recently as Q4 2019.

Level Four Advisory Services first reported a position in CFG in Q1 2017 and has held it in 12 quarters since. The position peaked at $314K in Q4 2019. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Level Four Advisory Services held 3,042 shares of Citizens Financial Group worth $213K as of Q2 2026.
Citizens Financial Group was a new Level Four Advisory Services position in Q2 2026.
Citizens Financial Group made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #878 holding.
Level Four Advisory Services first reported a position in Citizens Financial Group in Q1 2017 and has held it in 12 quarters since.
Level Four Advisory Services's Citizens Financial Group position peaked at $314K in Q4 2019.
1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.