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NewEdge Advisors’s Citizens Financial Group CFG Stock Holding History

NewEdge 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 		$11.3M Buy
160,994
+48,906
+44% +$3.15M 0.03% 468
2026
Q1 		$6.72M Buy
112,088
+45,071
+67% +$2.77M 0.02% 583
2025
Q4 		$3.91M Buy
67,017
+53,497
+396% +$2.87M 0.01% 765
2025
Q3 		$719K Buy
13,520
+1,973
+17% +$98.2K ﹤0.01% 1604
2025
Q2 		$517K Buy
11,547
+16
+0.1% +$630 ﹤0.01% 1664
2025
Q1 		$472K Buy
11,531
+274
+2% +$12.2K ﹤0.01% 1614
2024
Q4 		$493K Buy
11,257
+363
+3% +$16.1K ﹤0.01% 1566
2024
Q3 		$447K Sell
10,894
-274
-2% -$11.1K ﹤0.01% 1539
2024
Q2 		$402K Buy
11,168
+8,311
+291% +$290K ﹤0.01% 1540
2024
Q1 		$104K Sell
2,857
-186
-6% -$6.1K ﹤0.01% 2055
2023
Q4 		$101K Buy
3,043
+555
+22% +$15.3K ﹤0.01% 1949
2023
Q3 		$66.7K Sell
2,488
-347
-12% -$9.92K ﹤0.01% 1997
2023
Q2 		$73.9K Buy
2,835
+373
+15% +$10.3K ﹤0.01% 1959
2023
Q1 		$74.8K Sell
2,462
-7,047
-74% -$276K ﹤0.01% 1847
2022
Q4 		$264K Buy
+9,509
New +$371K 0.01% 1067
2021
Q4 		– Sell
-10,083
Closed -$474K – 1645
2021
Q3 		$474K Sell
10,083
-12,778
-56% -$561K 0.01% 764
2021
Q2 		$1.05M Sell
22,861
-9,737
-30% -$460K 0.03% 486
2021
Q1 		$1.44M Buy
32,598
+1,790
+6% +$74.5K 0.04% 361
2020
Q4 		$1.1M Buy
+30,808
New +$967K 0.04% 399
2020
Q2 		– Sell
-27,163
Closed -$511K – 870
2020
Q1 		$511K Sell
27,163
-11,108
-29% -$362K 0.02% 444
2019
Q4 		$1.55M Buy
38,271
+8,674
+29% +$325K 0.06% 283
2019
Q3 		$1.05M Buy
29,597
+19,239
+186% +$671K 0.05% 333
2019
Q2 		$366K Buy
+10,358
New +$361K 0.02% 484
2018
Q1 		– Sell
-5,148
Closed -$227K – 493
2017
Q4 		$227K Sell
5,148
-1,595
-24% -$62.4K 0.03% 370
2017
Q3 		$252K Buy
6,743
+4,653
+223% +$163K 0.04% 307
2017
Q2 		$77.4K Buy
+2,090
New +$74.1K 0.01% 468

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

NewEdge Advisors's CFG Position: Q2 2026 in Review

NewEdge Advisors increased its Citizens Financial Group (CFG) stake by 44% in Q2 2026, buying an estimated $3.15M and bringing the position to 160,994 shares worth $11.3M. The position accounts for 0.03% of the portfolio, ranked #468.

NewEdge Advisors first reported a position in CFG in Q2 2017 and has held it in 26 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • NewEdge Advisors held 160,994 shares of Citizens Financial Group worth $11.3M as of Q2 2026.
  • NewEdge Advisors bought 48,906 Citizens Financial Group shares in Q2 2026, an estimated $3.15M.
  • Citizens Financial Group made up 0.03% of NewEdge Advisors's portfolio in Q2 2026, its #468 holding.
  • NewEdge Advisors first reported a position in Citizens Financial Group in Q2 2017 and has held it in 26 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

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