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Poinciana Advisors Group’s Citizens Financial Group CFG Stock Holding History

Poinciana Advisors Group’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 		$348K Hold
4,968
– – 0.26% 64
2026
Q1 		$298K Hold
4,968
– – 0.24% 75
2025
Q4 		$290K Sell
4,968
-72
-1% -$3.87K 0.23% 77
2025
Q3 		$268K Sell
5,040
-545
-10% -$27.1K 0.23% 86
2025
Q2 		$250K Sell
5,585
-1,480
-21% -$58.3K 0.23% 95
2025
Q1 		$289K Sell
7,065
-28
-0.4% -$1.25K 0.3% 57
2024
Q4 		$310K Buy
+7,093
New +$314K 0.31% 53

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Poinciana Advisors Group's CFG Position: Q2 2026 in Review

Poinciana Advisors Group held its Citizens Financial Group (CFG) position steady in Q2 2026 at 4,968 shares worth $348K. The position accounts for 0.26% of the portfolio, ranked #64.

Poinciana Advisors Group first reported a position in CFG in Q4 2024 and has held it in 7 quarters since. 607 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Poinciana Advisors Group held 4,968 shares of Citizens Financial Group worth $348K as of Q2 2026.
  • Poinciana Advisors Group left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up 0.26% of Poinciana Advisors Group's portfolio in Q2 2026, its #64 holding.
  • Poinciana Advisors Group first reported a position in Citizens Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 607 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.