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SageView Advisory Group’s Citizens Financial Group CFG Stock Holding History

SageView Advisory 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 		$674K Sell
9,616
-746
-7% -$48.1K 0.02% 313
2026
Q1 		$621K Sell
10,362
-1,363
-12% -$83.8K 0.02% 309
2025
Q4 		$685K Sell
11,725
-1,014
-8% -$54.5K 0.02% 306
2025
Q3 		$677K Sell
12,739
-24
-0.2% -$1.2K 0.02% 329
2025
Q2 		$630K Sell
12,763
-252
-2% -$9.92K 0.02% 326
2025
Q1 		$533K Sell
13,015
-107
-0.8% -$4.77K 0.02% 336
2024
Q4 		$574K Sell
13,122
-438
-3% -$19.4K 0.02% 316
2024
Q3 		$557K Sell
13,560
-810
-6% -$32.7K 0.03% 285
2024
Q2 		$518K Sell
14,370
-7,574
-35% -$264K 0.02% 332
2024
Q1 		$796K Sell
21,944
-342
-2% -$11.2K 0.04% 231
2023
Q4 		$765K Buy
22,286
+4,566
+26% +$126K 0.03% 309
2023
Q3 		$475K Buy
17,720
+2,091
+13% +$59.8K 0.03% 337
2023
Q2 		$408K Sell
15,629
-6,501
-29% -$179K 0.02% 383
2023
Q1 		$672K Buy
+22,130
New +$867K 0.04% 268

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

SageView Advisory Group's CFG Position: Q2 2026 in Review

SageView Advisory Group reduced its Citizens Financial Group (CFG) stake by 7.2% in Q2 2026, selling an estimated $48.1K and leaving 9,616 shares worth $674K. The position accounts for 0.02% of the portfolio, ranked #313.

SageView Advisory Group first reported a position in CFG in Q1 2023 and has held it in 14 quarters since. The position peaked at $796K in Q1 2024. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • SageView Advisory Group held 9,616 shares of Citizens Financial Group worth $674K as of Q2 2026.
  • SageView Advisory Group sold 746 Citizens Financial Group shares in Q2 2026, an estimated $48.1K.
  • Citizens Financial Group made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #313 holding.
  • SageView Advisory Group first reported a position in Citizens Financial Group in Q1 2023 and has held it in 14 quarters since.
  • SageView Advisory Group's Citizens Financial Group position peaked at $796K in Q1 2024.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.