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Prospera Financial Services’s Citizens Financial Group CFG Stock Holding History

Prospera Financial 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 		$329K Sell
4,690
-294
-6% -$19K ﹤0.01% 1205
2026
Q1 		$299K Buy
4,984
+1,324
+36% +$81.4K ﹤0.01% 1203
2025
Q4 		$214K Sell
3,660
-1,191
-25% -$64K ﹤0.01% 1270
2025
Q3 		$258K Buy
+4,851
New +$241K ﹤0.01% 1202
2025
Q1 		– Sell
-5,482
Closed -$240K – 1177
2024
Q4 		$240K Sell
5,482
-32
-0.6% -$1.42K 0.01% 1012
2024
Q3 		$227K Buy
+5,514
New +$223K 0.01% 1032
2024
Q2 		– Sell
-5,514
Closed -$200K – 1139
2024
Q1 		$200K Buy
+5,514
New +$181K 0.01% 1042
2022
Q3 		– Sell
-546
Closed -$20K – 955
2022
Q2 		$20K Sell
546
-2,493
-82% -$98.4K ﹤0.01% 1209
2022
Q1 		$138K Buy
+3,039
New +$156K 0.01% 1004
2021
Q4 		– Sell
-9,367
Closed -$440K – 870
2021
Q3 		$440K Sell
9,367
-55
-0.6% -$2.42K 0.02% 565
2021
Q2 		$432K Buy
9,422
+273
+3% +$12.9K 0.02% 567
2021
Q1 		$404K Sell
9,149
-380
-4% -$15.8K 0.02% 546
2020
Q4 		$341K Buy
9,529
+7,095
+291% +$223K 0.02% 499
2020
Q3 		$62K Buy
+2,434
New +$61.7K 0.02% 547
2019
Q4 		– Sell
-10,951
Closed -$387K – 601
2019
Q3 		$387K Buy
+10,951
New +$382K 0.04% 373

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

Prospera Financial Services's CFG Position: Q2 2026 in Review

Prospera Financial Services reduced its Citizens Financial Group (CFG) stake by 5.9% in Q2 2026, selling an estimated $19K and leaving 4,690 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

Prospera Financial Services first reported a position in CFG in Q3 2019 and has held it in 15 quarters since. The position peaked at $440K in Q3 2021. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Prospera Financial Services held 4,690 shares of Citizens Financial Group worth $329K as of Q2 2026.
  • Prospera Financial Services sold 294 Citizens Financial Group shares in Q2 2026, an estimated $19K.
  • Citizens Financial Group made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1205 holding.
  • Prospera Financial Services first reported a position in Citizens Financial Group in Q3 2019 and has held it in 15 quarters since.
  • Prospera Financial Services's Citizens Financial Group position peaked at $440K in Q3 2021.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.