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Strategic Investment Advisors’s Citizens Financial Group CFG Stock Holding History

Strategic Investment 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 		$2.52M Sell
35,960
-1,151
-3% -$74.2K 0.15% 72
2026
Q1 		$2.22M Buy
37,111
+4,106
+12% +$252K 0.15% 71
2025
Q4 		$1.93M Sell
33,005
-1,593
-5% -$85.6K 0.17% 67
2025
Q3 		$1.84M Sell
34,598
-1,364
-4% -$67.9K 0.17% 70
2025
Q2 		$1.6M Sell
35,962
-2,884
-7% -$114K 0.16% 71
2025
Q1 		$1.59M Buy
+38,846
New +$1.73M 0.17% 74
2020
Q1 		– Sell
-6,203
Closed -$252K – 150
2019
Q4 		$252K Buy
+6,203
New +$232K 0.1% 147

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 Investment Advisors's CFG Position: Q2 2026 in Review

Strategic Investment Advisors reduced its Citizens Financial Group (CFG) stake by 3.1% in Q2 2026, selling an estimated $74.2K and leaving 35,960 shares worth $2.52M. The position accounts for 0.15% of the portfolio, ranked #72.

Strategic Investment Advisors first reported a position in CFG in Q4 2019 and has held it in 7 quarters since. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Strategic Investment Advisors held 35,960 shares of Citizens Financial Group worth $2.52M as of Q2 2026.
  • Strategic Investment Advisors sold 1,151 Citizens Financial Group shares in Q2 2026, an estimated $74.2K.
  • Citizens Financial Group made up 0.15% of Strategic Investment Advisors's portfolio in Q2 2026, its #72 holding.
  • Strategic Investment Advisors first reported a position in Citizens Financial Group in Q4 2019 and has held it in 7 quarters since.
  • 1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.