Mount Yale Investment Advisors’s Citizens Financial Group CFG Stock Holding History

Mount Yale Investment 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	$316K	Sell	4,505 -239	-5%	-$15.4K	0.01%	961
2026 Q1	$284K	Buy	+4,744	New	+$292K	0.01%	913
2025 Q3	–	Sell	-998	Closed	-$44.7K	–	825
2025 Q2	$44.7K	Buy	+998	New	+$39.3K	﹤0.01%	847
2018 Q4	–	Sell	-2,035	Closed	-$78K	–	394
2018 Q3	$78K	Buy	2,035 +23	+1%	+$928	0.01%	516
2018 Q2	$78K	Sell	2,012 -48	-2%	-$2K	0.01%	534
2018 Q1	$86K	Buy	+2,060	New	+$92.5K	0.02%	498

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's CFG Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Citizens Financial Group (CFG) stake by 5% in Q2 2026, selling an estimated $15.4K and leaving 4,505 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #961.

Mount Yale Investment Advisors first reported a position in CFG in Q1 2018 and has held it in 6 quarters since. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Mount Yale Investment Advisors held 4,505 shares of Citizens Financial Group worth $316K as of Q2 2026.
Mount Yale Investment Advisors sold 239 Citizens Financial Group shares in Q2 2026, an estimated $15.4K.
Citizens Financial Group made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #961 holding.
Mount Yale Investment Advisors first reported a position in Citizens Financial Group in Q1 2018 and has held it in 6 quarters since.
1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.