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

Transamerica 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	$38.2K	Buy	545 +136	+33%	+$8.77K	﹤0.01%	743
2026 Q1	$24.5K	Buy	409 +397	+3,308%	+$24.4K	﹤0.01%	767
2025 Q4	$707	Sell	12 -13	-52%	-$698	﹤0.01%	1294
2025 Q3	$1.3K	Buy	25 +20	+400%	+$996	﹤0.01%	1131
2025 Q2	$198	Hold	5	–	–	﹤0.01%	493
2025 Q1	$1K	Hold	5	–	–	﹤0.01%	438
2024 Q4	$1K	Hold	5	–	–	﹤0.01%	430
2024 Q3	$1K	Sell	5 -24	-83%	-$970	﹤0.01%	436
2024 Q2	$2K	Hold	29	–	–	﹤0.01%	372
2024 Q1	$2K	Sell	29 -2	-6%	-$66	﹤0.01%	407
2023 Q4	$2K	Hold	31	–	–	﹤0.01%	354
2023 Q3	$1K	Sell	31 -19	-38%	-$543	﹤0.01%	433
2023 Q2	$2K	Sell	50 -22,032	-100%	-$607K	﹤0.01%	358
2023 Q1	$671K	Buy	22,082 +11,630	+111%	+$455K	0.09%	154
2022 Q4	$412K	Sell	10,452 -209	-2%	-$8.16K	0.06%	178
2022 Q3	$367K	Buy	+10,661	New	+$394K	0.05%	180
2016 Q3	–	Sell	-1	Closed	-$1K	–	422
2016 Q2	$1K	Buy	+1	New	+$22	﹤0.01%	304

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

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

Transamerica Financial Advisors increased its Citizens Financial Group (CFG) stake by 33% in Q2 2026, buying an estimated $8.77K and bringing the position to 545 shares worth $38.2K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Transamerica Financial Advisors first reported a position in CFG in Q2 2016 and has held it in 17 quarters since. The position peaked at $671K in Q1 2023. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Transamerica Financial Advisors held 545 shares of Citizens Financial Group worth $38.2K as of Q2 2026.
Transamerica Financial Advisors bought 136 Citizens Financial Group shares in Q2 2026, an estimated $8.77K.
Citizens Financial Group made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #743 holding.
Transamerica Financial Advisors first reported a position in Citizens Financial Group in Q2 2016 and has held it in 17 quarters since.
Transamerica Financial Advisors's Citizens Financial Group position peaked at $671K in Q1 2023.
1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

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