OIA
CFG icon

OneDigital Investment Advisors’s Citizens Financial Group CFG Stock Holding History

OneDigital 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 		$377K Buy
5,373
+185
+4% +$11.9K ﹤0.01% 1177
2026
Q1 		$311K Sell
5,188
-2,036
-28% -$125K ﹤0.01% 1163
2025
Q4 		$422K Sell
7,224
-368
-5% -$19.8K ﹤0.01% 1026
2025
Q3 		$404K Sell
7,592
-25
-0.3% -$1.24K ﹤0.01% 1031
2025
Q2 		$341K Buy
7,617
+491
+7% +$19.3K ﹤0.01% 1086
2025
Q1 		$292K Buy
7,126
+1,957
+38% +$87.3K ﹤0.01% 1125
2024
Q4 		$226K Sell
5,169
-473
-8% -$20.9K ﹤0.01% 1274
2024
Q3 		$232K Buy
+5,642
New +$228K ﹤0.01% 1286
2019
Q1 		– Sell
-10
Closed – – 1127
2018
Q4 		$0 Sell
10
-430
-98% -$15.1K ﹤0.01% 1128
2018
Q3 		$17K Hold
440
– – ﹤0.01% 704
2018
Q2 		$17K Hold
440
– – ﹤0.01% 864
2018
Q1 		$18K Sell
440
-147
-25% -$6.6K ﹤0.01% 848
2017
Q4 		$25K Hold
587
– – ﹤0.01% 720
2017
Q3 		$22K Buy
587
+440
+299% +$15.4K 0.01% 609
2017
Q2 		$5K Buy
+147
New +$5.21K ﹤0.01% 1049

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

OneDigital Investment Advisors's CFG Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Citizens Financial Group (CFG) stake by 3.6% in Q2 2026, buying an estimated $11.9K and bringing the position to 5,373 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

OneDigital Investment Advisors first reported a position in CFG in Q2 2017 and has held it in 15 quarters since. The position peaked at $422K in Q4 2025. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • OneDigital Investment Advisors held 5,373 shares of Citizens Financial Group worth $377K as of Q2 2026.
  • OneDigital Investment Advisors bought 185 Citizens Financial Group shares in Q2 2026, an estimated $11.9K.
  • Citizens Financial Group made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1177 holding.
  • OneDigital Investment Advisors first reported a position in Citizens Financial Group in Q2 2017 and has held it in 15 quarters since.
  • OneDigital Investment Advisors's Citizens Financial Group position peaked at $422K in Q4 2025.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.