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

Lido 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 		$1.33M Buy
19,008
+4,620
+32% +$298K ﹤0.01% 960
2026
Q1 		$863K Sell
14,388
-271
-2% -$16.7K ﹤0.01% 1034
2025
Q4 		$792K Buy
14,659
+1,297
+10% +$69.7K ﹤0.01% 1109
2025
Q3 		$710K Buy
13,362
+2,621
+24% +$130K ﹤0.01% 1091
2025
Q2 		$481K Sell
10,741
-4,149
-28% -$163K ﹤0.01% 1121
2025
Q1 		$610K Sell
14,890
-137
-0.9% -$6.11K ﹤0.01% 955
2024
Q4 		$658K Buy
15,027
+1,418
+10% +$62.7K ﹤0.01% 917
2024
Q3 		$559K Buy
13,609
+4,054
+42% +$164K ﹤0.01% 919
2024
Q2 		$344K Buy
9,555
+2,290
+32% +$79.9K ﹤0.01% 1053
2024
Q1 		$264K Sell
7,265
-50
-0.7% -$1.64K ﹤0.01% 1148
2023
Q4 		$242K Buy
+7,315
New +$201K ﹤0.01% 1128
2023
Q2 		– Sell
-7,583
Closed -$230K – 1235
2023
Q1 		$230K Sell
7,583
-3,204
-30% -$125K ﹤0.01% 960
2022
Q4 		$425K Buy
10,787
+2,784
+35% +$109K 0.01% 658
2022
Q3 		$275K Buy
8,003
+369
+5% +$13.7K ﹤0.01% 784
2022
Q2 		$272K Sell
7,634
-743
-9% -$29.3K ﹤0.01% 782
2022
Q1 		$379K Buy
8,377
+83
+1% +$4.27K ﹤0.01% 720
2021
Q4 		$391K Buy
8,294
+454
+6% +$21.9K ﹤0.01% 701
2021
Q3 		$368K Sell
7,840
-2,144
-21% -$94.1K 0.01% 687
2021
Q2 		$458K Buy
+9,984
New +$471K 0.01% 573

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

Lido Advisors's CFG Position: Q2 2026 in Review

Lido Advisors increased its Citizens Financial Group (CFG) stake by 32% in Q2 2026, buying an estimated $298K and bringing the position to 19,008 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Lido Advisors first reported a position in CFG in Q2 2021 and has held it in 19 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Lido Advisors held 19,008 shares of Citizens Financial Group worth $1.33M as of Q2 2026.
  • Lido Advisors bought 4,620 Citizens Financial Group shares in Q2 2026, an estimated $298K.
  • Citizens Financial Group made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #960 holding.
  • Lido Advisors first reported a position in Citizens Financial Group in Q2 2021 and has held it in 19 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.