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

SOA Wealth 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	$700K	Buy	9,988 +9,987	+998,700%	+$644K	0.12%	104
2026 Q1	$72	Hold	1	–	–	﹤0.01%	843
2025 Q4	$70	Hold	1	–	–	﹤0.01%	843
2025 Q3	$63	Hold	1	–	–	﹤0.01%	870
2025 Q2	$53	Hold	1	–	–	﹤0.01%	859
2025 Q1	$48	Hold	1	–	–	﹤0.01%	866
2024 Q4	$51	Hold	1	–	–	﹤0.01%	861
2024 Q3	$47	Hold	1	–	–	﹤0.01%	826
2024 Q2	$41	Hold	1	–	–	﹤0.01%	840
2024 Q1	$41	Hold	1	–	–	﹤0.01%	897
2023 Q4	$37	Hold	1	–	–	﹤0.01%	897
2023 Q3	$29	Hold	1	–	–	﹤0.01%	929
2023 Q2	$28	Hold	1	–	–	﹤0.01%	927
2023 Q1	$32	Hold	1	–	–	﹤0.01%	955
2022 Q4	$41	Hold	1	–	–	﹤0.01%	959
2022 Q3	$0	Hold	1	–	–	﹤0.01%	842
2022 Q2	$0	Sell	1 -33	-97%	-$1.3K	﹤0.01%	833
2022 Q1	$1K	Hold	34	–	–	﹤0.01%	841
2021 Q4	$1K	Hold	34	–	–	﹤0.01%	811
2021 Q3	$1K	Hold	34	–	–	﹤0.01%	827
2021 Q2	$1K	Sell	34 -3	-8%	-$142	﹤0.01%	809
2021 Q1	$1K	Buy	37 +8	+28%	+$333	﹤0.01%	754
2020 Q4	$1K	Buy	+29	New	+$910	﹤0.01%	727

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

SOA Wealth Advisors increased its Citizens Financial Group (CFG) stake by 998,700% in Q2 2026, buying an estimated $644K and bringing the position to 9,988 shares worth $700K. The position accounts for 0.12% of the portfolio, ranked #104.

SOA Wealth Advisors first reported a position in CFG in Q4 2020 and has held it in 23 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

SOA Wealth Advisors held 9,988 shares of Citizens Financial Group worth $700K as of Q2 2026.
SOA Wealth Advisors bought 9,987 Citizens Financial Group shares in Q2 2026, an estimated $644K.
Citizens Financial Group made up 0.12% of SOA Wealth Advisors's portfolio in Q2 2026, its #104 holding.
SOA Wealth Advisors first reported a position in Citizens Financial Group in Q4 2020 and has held it in 23 quarters since.
1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.