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Signal Advisors Wealth’s Citizens Financial Group CFG Stock Holding History

Signal Advisors Wealth’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 		$209K Sell
2,985
-1,422
-32% -$91.7K 0.01% 615
2026
Q1 		$264K Buy
4,407
+291
+7% +$17.9K 0.02% 505
2025
Q4 		$240K Sell
4,116
-939
-19% -$50.5K 0.02% 461
2025
Q3 		$269K Sell
5,055
-2,559
-34% -$127K 0.02% 379
2025
Q2 		$341K Buy
+7,614
New +$300K 0.03% 352

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

Signal Advisors Wealth's CFG Position: Q2 2026 in Review

Signal Advisors Wealth reduced its Citizens Financial Group (CFG) stake by 32% in Q2 2026, selling an estimated $91.7K and leaving 2,985 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #615.

Signal Advisors Wealth first reported a position in CFG in Q2 2025 and has held it in 5 quarters since. The position peaked at $341K in Q2 2025. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Signal Advisors Wealth held 2,985 shares of Citizens Financial Group worth $209K as of Q2 2026.
  • Signal Advisors Wealth sold 1,422 Citizens Financial Group shares in Q2 2026, an estimated $91.7K.
  • Citizens Financial Group made up 0.01% of Signal Advisors Wealth's portfolio in Q2 2026, its #615 holding.
  • Signal Advisors Wealth first reported a position in Citizens Financial Group in Q2 2025 and has held it in 5 quarters since.
  • Signal Advisors Wealth's Citizens Financial Group position peaked at $341K in Q2 2025.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.