N.E.W. Advisory Services’s Citizens Financial Group CFG Stock Holding History

N.E.W. 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	$9.25K	Hold	132	–	–	﹤0.01%	660
2026 Q1	$7.92K	Hold	132	–	–	﹤0.01%	677
2025 Q4	$7.71K	Hold	132	–	–	﹤0.01%	656
2025 Q3	$7.02K	Hold	132	–	–	﹤0.01%	623
2025 Q2	$5.91K	Hold	132	–	–	﹤0.01%	632
2025 Q1	$5.41K	Buy	+132	New	+$5.89K	﹤0.01%	703

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 $3.37T AUM 44.26% 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

N.E.W. Advisory Services's CFG Position: Q2 2026 in Review

N.E.W. Advisory Services held its Citizens Financial Group (CFG) position steady in Q2 2026 at 132 shares worth $9.25K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

N.E.W. Advisory Services first reported a position in CFG in Q1 2025 and has held it in 6 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

N.E.W. Advisory Services held 132 shares of Citizens Financial Group worth $9.25K as of Q2 2026.
N.E.W. Advisory Services left its Citizens Financial Group share count unchanged in Q2 2026.
Citizens Financial Group made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #660 holding.
N.E.W. Advisory Services first reported a position in Citizens Financial Group in Q1 2025 and has held it in 6 quarters since.
1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.