SA
CFG icon

Strategic Advisors’s Citizens Financial Group CFG Stock Holding History

Strategic 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 		$1.49M Hold
21,270
– – 0.33% 53
2026
Q1 		$1.28M Hold
21,270
– – 0.21% 91
2025
Q4 		$1.24M Hold
21,270
– – 0.19% 95
2025
Q3 		$1.13M Hold
21,270
– – 0.18% 100
2025
Q2 		$952K Hold
21,270
– – 0.19% 89
2025
Q1 		$871K Sell
21,270
-500
-2% -$22.3K 0.17% 109
2024
Q4 		$953K Buy
21,770
+1,570
+8% +$69.4K 0.17% 106
2024
Q3 		$830K Sell
20,200
-2,000
-9% -$80.8K 0.15% 113
2024
Q2 		$800K Sell
22,200
-2,000
-8% -$69.7K 0.16% 114
2024
Q1 		$878K Hold
24,200
– – 0.17% 107
2023
Q4 		$802K Sell
24,200
-6,000
-20% -$165K 0.15% 116
2023
Q3 		$809K Sell
30,200
-1,000
-3% -$28.6K 0.16% 113
2023
Q2 		$814K Sell
31,200
-2,065
-6% -$56.9K 0.16% 119
2023
Q1 		$1.01M Sell
33,265
-185
-0.6% -$7.25K 0.2% 93
2022
Q4 		$1.32M Sell
33,450
-1,100
-3% -$43K 0.29% 76
2022
Q3 		$1.19M Hold
34,550
– – 0.26% 82
2022
Q2 		$1.23M Sell
34,550
-1,700
-5% -$67.1K 0.26% 83
2022
Q1 		$1.64M Hold
36,250
– – 0.29% 74
2021
Q4 		$1.71M Sell
36,250
-500
-1% -$24.1K 0.24% 84
2021
Q3 		$1.73M Sell
36,750
-250
-0.7% -$11K 0.37% 67
2021
Q2 		$1.7M Hold
37,000
– – 0.44% 53
2021
Q1 		$1.63M Sell
37,000
-500
-1% -$20.8K 0.47% 49
2020
Q4 		$1.51M Sell
37,500
-2,000
-5% -$62.8K 0.44% 51
2020
Q3 		$1.08M Sell
39,500
-9,400
-19% -$238K 0.36% 61
2020
Q2 		$1.25M Buy
+48,900
New +$1.11M 0.47% 47

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

Strategic Advisors's CFG Position: Q2 2026 in Review

Strategic Advisors held its Citizens Financial Group (CFG) position steady in Q2 2026 at 21,270 shares worth $1.49M. The position accounts for 0.33% of the portfolio, ranked #53.

Strategic Advisors first reported a position in CFG in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.73M in Q3 2021. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Strategic Advisors held 21,270 shares of Citizens Financial Group worth $1.49M as of Q2 2026.
  • Strategic Advisors left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up 0.33% of Strategic Advisors's portfolio in Q2 2026, its #53 holding.
  • Strategic Advisors first reported a position in Citizens Financial Group in Q2 2020 and has held it in 25 quarters since.
  • Strategic Advisors's Citizens Financial Group position peaked at $1.73M in Q3 2021.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.