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

Meeder 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 		$1.65M Sell
23,478
-2,301
-9% -$148K 0.06% 220
2026
Q1 		$1.55M Sell
25,779
-424
-2% -$26.1K 0.06% 209
2025
Q4 		$1.53M Buy
26,203
+3,067
+13% +$165K 0.07% 199
2025
Q3 		$1.23M Buy
23,136
+3,522
+18% +$175K 0.06% 226
2025
Q2 		$878K Buy
19,614
+572
+3% +$22.5K 0.05% 281
2025
Q1 		$780K Buy
19,042
+1,952
+11% +$87.1K 0.05% 278
2024
Q4 		$748K Buy
17,090
+3,266
+24% +$144K 0.05% 274
2024
Q3 		$568K Buy
13,824
+1,298
+10% +$52.5K 0.04% 312
2024
Q2 		$451K Buy
12,526
+3,100
+33% +$108K 0.03% 340
2024
Q1 		$342K Buy
9,426
+110
+1% +$3.61K 0.03% 330
2023
Q4 		$309K Buy
9,316
+781
+9% +$21.5K 0.04% 333
2023
Q3 		$229K Buy
+8,535
New +$244K 0.03% 367
2023
Q2 		– Sell
-9,445
Closed -$287K – 438
2023
Q1 		$287K Sell
9,445
-518
-5% -$20.3K 0.03% 369
2022
Q4 		$392K Buy
+9,963
New +$389K 0.05% 301

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

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

Meeder Advisory Services reduced its Citizens Financial Group (CFG) stake by 8.9% in Q2 2026, selling an estimated $148K and leaving 23,478 shares worth $1.65M. The position accounts for 0.06% of the portfolio, ranked #220.

Meeder Advisory Services first reported a position in CFG in Q4 2022 and has held it in 14 quarters since. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Meeder Advisory Services held 23,478 shares of Citizens Financial Group worth $1.65M as of Q2 2026.
  • Meeder Advisory Services sold 2,301 Citizens Financial Group shares in Q2 2026, an estimated $148K.
  • Citizens Financial Group made up 0.06% of Meeder Advisory Services's portfolio in Q2 2026, its #220 holding.
  • Meeder Advisory Services first reported a position in Citizens Financial Group in Q4 2022 and has held it in 14 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

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