Prime Capital Investment Advisors’s Citizens Financial Group CFG Stock Holding History

Prime Capital 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	$246K	Sell	3,504 -122	-3%	-$7.87K	﹤0.01%	947
2026 Q1	$217K	Buy	3,626 +94	+3%	+$5.78K	﹤0.01%	952
2025 Q4	$206K	Buy	+3,532	New	+$190K	﹤0.01%	955
2020 Q1	–	Sell	-1,462	Closed	-$59K	–	495
2019 Q4	$59K	Hold	1,462	–	–	0.01%	295
2019 Q3	$52K	Buy	+1,462	New	+$51K	0.01%	296
2019 Q2	–	Sell	-1,000	Closed	-$33K	–	356
2019 Q1	$33K	Buy	1,000 +218	+28%	+$7.55K	0.01%	213
2018 Q4	$23K	Buy	782 +667	+580%	+$23.4K	0.01%	199
2018 Q3	$4K	Buy	+115	New	+$4.64K	﹤0.01%	245
2018 Q1	–	Sell	-113	Closed	-$5K	–	241
2017 Q4	$5K	Buy	+113	New	+$4.42K	﹤0.01%	208

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 $3.38T AUM 44.17% 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

Prime Capital Investment Advisors's CFG Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Citizens Financial Group (CFG) stake by 3.4% in Q2 2026, selling an estimated $7.87K and leaving 3,504 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Prime Capital Investment Advisors first reported a position in CFG in Q4 2017 and has held it in 9 quarters since. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Prime Capital Investment Advisors held 3,504 shares of Citizens Financial Group worth $246K as of Q2 2026.
Prime Capital Investment Advisors sold 122 Citizens Financial Group shares in Q2 2026, an estimated $7.87K.
Citizens Financial Group made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #947 holding.
Prime Capital Investment Advisors first reported a position in Citizens Financial Group in Q4 2017 and has held it in 9 quarters since.
1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.