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

Sequoia Financial 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 		$4.09M Buy
58,388
+8,946
+18% +$577K 0.02% 387
2026
Q1 		$2.97M Buy
49,442
+4,884
+11% +$300K 0.02% 464
2025
Q4 		$2.6M Buy
44,558
+7,717
+21% +$415K 0.01% 499
2025
Q3 		$1.96M Buy
36,841
+4,846
+15% +$241K 0.01% 527
2025
Q2 		$1.43M Buy
31,995
+7,281
+29% +$287K 0.01% 566
2025
Q1 		$1.01M Buy
24,714
+1,838
+8% +$82K 0.01% 614
2024
Q4 		$1M Buy
22,876
+4,205
+23% +$186K 0.01% 578
2024
Q3 		$767K Buy
18,671
+61
+0.3% +$2.46K 0.01% 617
2024
Q2 		$671K Buy
18,610
+916
+5% +$31.9K 0.01% 596
2024
Q1 		$642K Sell
17,694
-52,369
-75% -$1.72M 0.01% 604
2023
Q4 		$2.32M Buy
70,063
+57,604
+462% +$1.59M 0.03% 327
2023
Q3 		$334K Buy
12,459
+184
+1% +$5.26K 0.01% 651
2023
Q2 		$320K Buy
+12,275
New +$338K 0.01% 674
2023
Q1 		– Sell
-6,005
Closed -$236K – 845
2022
Q4 		$236K Buy
+6,005
New +$234K 0.01% 670
2022
Q3 		– Sell
-6,414
Closed -$229K – 540
2022
Q2 		$229K Sell
6,414
-594
-8% -$23.5K 0.01% 517
2022
Q1 		$318K Buy
7,008
+1,564
+29% +$80.4K 0.01% 482
2021
Q4 		$257K Buy
+5,444
New +$262K 0.01% 481
2021
Q3 		– Sell
-4,454
Closed -$204K – 290
2021
Q2 		$204K Sell
4,454
-509
-10% -$24K 0.01% 446
2021
Q1 		$219K Buy
+4,963
New +$207K 0.01% 402

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

Sequoia Financial Advisors's CFG Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Citizens Financial Group (CFG) stake by 18% in Q2 2026, buying an estimated $577K and bringing the position to 58,388 shares worth $4.09M. The position accounts for 0.02% of the portfolio, ranked #387.

Sequoia Financial Advisors first reported a position in CFG in Q1 2021 and has held it in 19 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Sequoia Financial Advisors held 58,388 shares of Citizens Financial Group worth $4.09M as of Q2 2026.
  • Sequoia Financial Advisors bought 8,946 Citizens Financial Group shares in Q2 2026, an estimated $577K.
  • Citizens Financial Group made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #387 holding.
  • Sequoia Financial Advisors first reported a position in Citizens Financial Group in Q1 2021 and has held it in 19 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.