RFG Advisory’s Citizens Financial Group CFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$296K Buy
4,222
+4
+0.1% +$258 ﹤0.01% 950
2026
Q1
$253K Buy
4,218
+513
+14% +$31.5K ﹤0.01% 939
2025
Q4
$216K Buy
+3,705
New +$199K ﹤0.01% 927
2024
Q4
Sell
-5,259
Closed -$216K 770
2024
Q3
$216K Buy
+5,259
New +$213K 0.01% 693

Other funds holding CFG

RFG Advisory's CFG Position: Q2 2026 in Review

RFG Advisory increased its Citizens Financial Group (CFG) stake by 0.09% in Q2 2026, buying an estimated $258 and bringing the position to 4,222 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

RFG Advisory first reported a position in CFG in Q3 2024 and has held it in 4 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • RFG Advisory held 4,222 shares of Citizens Financial Group worth $296K as of Q2 2026.
  • RFG Advisory bought 4 Citizens Financial Group shares in Q2 2026, an estimated $258.
  • Citizens Financial Group made up ﹤0.01% of RFG Advisory's portfolio in Q2 2026, its #950 holding.
  • RFG Advisory first reported a position in Citizens Financial Group in Q3 2024 and has held it in 4 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.