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McGuire Capital Advisors’s Citizens Financial Group CFG Stock Holding History

McGuire Capital 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 		$199K Buy
2,846
+1,055
+59% +$68K 0.11% 93
2026
Q1 		$107K Sell
1,791
-2,318
-56% -$142K 0.07% 124
2025
Q4 		$240K Buy
+4,109
New +$221K 0.15% 82

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

McGuire Capital Advisors's CFG Position: Q2 2026 in Review

McGuire Capital Advisors increased its Citizens Financial Group (CFG) stake by 59% in Q2 2026, buying an estimated $68K and bringing the position to 2,846 shares worth $199K. The position accounts for 0.11% of the portfolio, ranked #93.

McGuire Capital Advisors first reported a position in CFG in Q4 2025 and has held it in 3 quarters since. The position peaked at $240K in Q4 2025. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • McGuire Capital Advisors held 2,846 shares of Citizens Financial Group worth $199K as of Q2 2026.
  • McGuire Capital Advisors bought 1,055 Citizens Financial Group shares in Q2 2026, an estimated $68K.
  • Citizens Financial Group made up 0.11% of McGuire Capital Advisors's portfolio in Q2 2026, its #93 holding.
  • McGuire Capital Advisors first reported a position in Citizens Financial Group in Q4 2025 and has held it in 3 quarters since.
  • McGuire Capital Advisors's Citizens Financial Group position peaked at $240K in Q4 2025.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on McGuire Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.