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

Lloyd 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 		$2.46K Sell
35
-27
-44% -$1.74K ﹤0.01% 490
2026
Q1 		$3.72K Buy
62
+46
+288% +$2.83K ﹤0.01% 602
2025
Q4 		$931 Buy
+16
New +$860 ﹤0.01% 486
2024
Q2 		– Sell
-25,620
Closed -$930K – 107
2024
Q1 		$930K Buy
+25,620
New +$840K 0.2% 93
2020
Q1 		– Sell
-919
Closed -$37K – 287
2019
Q4 		$37K Buy
+919
New +$34.4K 0.03% 149

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

Lloyd Advisory Services's CFG Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Citizens Financial Group (CFG) stake by 44% in Q2 2026, selling an estimated $1.74K and leaving 35 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Lloyd Advisory Services first reported a position in CFG in Q4 2019 and has held it in 5 quarters since. The position peaked at $930K in Q1 2024. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Lloyd Advisory Services held 35 shares of Citizens Financial Group worth $2.46K as of Q2 2026.
  • Lloyd Advisory Services sold 27 Citizens Financial Group shares in Q2 2026, an estimated $1.74K.
  • Citizens Financial Group made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #490 holding.
  • Lloyd Advisory Services first reported a position in Citizens Financial Group in Q4 2019 and has held it in 5 quarters since.
  • Lloyd Advisory Services's Citizens Financial Group position peaked at $930K in Q1 2024.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.