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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Mount Yale Investment Advisors's CFG Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Citizens Financial Group (CFG) in Q1 2026: 4,744 shares worth $284K. The stake represents 0.01% of the portfolio and ranks #913 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in CFG as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in CFG in Q1 2018 and has held it in 5 quarters since. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Mount Yale Investment Advisors held 4,744 shares of Citizens Financial Group worth $284K as of Q1 2026.
  • Citizens Financial Group was a new Mount Yale Investment Advisors position in Q1 2026.
  • Citizens Financial Group made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #913 holding.
  • Mount Yale Investment Advisors first reported a position in Citizens Financial Group in Q1 2018 and has held it in 5 quarters since.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.